Cascade Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cascade Wealth Advisors’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$634K	Hold	1,718	–	–	0.28%	41
2025 Q4	$592K	Hold	1,718	–	–	0.27%	41
2025 Q3	$558K	Hold	1,718	–	–	0.27%	38
2025 Q2	$501K	Hold	1,718	–	–	0.28%	37
2025 Q1	$417K	Hold	1,718	–	–	0.29%	34
2024 Q4	$494K	Sell	1,718 -180	-9%	-$53.2K	0.33%	32
2024 Q3	$539K	Hold	1,898	–	–	0.39%	33
2024 Q2	$532K	Hold	1,898	–	–	0.39%	33
2024 Q1	$485K	Buy	+1,898	New	+$485K	0.41%	39

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Cascade Wealth Advisors's IWO Position: Q1 2026 in Review

Cascade Wealth Advisors held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 1,718 shares worth $634K. The position accounts for 0.28% of the portfolio, ranked #41.

Cascade Wealth Advisors first reported a position in IWO in Q1 2024 and has held it in 9 quarters since. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Cascade Wealth Advisors held 1,718 shares of iShares Russell 2000 Growth ETF worth $634K as of Q1 2026.
Cascade Wealth Advisors left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.28% of Cascade Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Cascade Wealth Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Cascade Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.