Cascadia Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cascadia Advisory Services’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-16,907	Closed	-$2.56M	–	249
2021 Q1	$2.56M	Buy	+16,907	New	+$2.45M	0.57%	47
2019 Q4	$1.31M	Buy	+9,569	New	+$1.26M	0.37%	78

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cascadia Advisory Services's IWD Position: Q2 2021 in Review

Cascadia Advisory Services sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2021, closing a stake of 16,907 shares — an estimated $2.56M sold.

Cascadia Advisory Services first reported a position in IWD in Q4 2019 and held it in 2 quarters. The position peaked at $2.56M in Q1 2021. 1,227 funds tracked by Wall St. Rank hold IWD as of Q2 2021.

Cascadia Advisory Services reported no remaining iShares Russell 1000 Value ETF position as of Q2 2021 after selling out during the quarter.
Cascadia Advisory Services sold 16,907 iShares Russell 1000 Value ETF shares in Q2 2021, an estimated $2.56M.
Cascadia Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 2 quarters.
Cascadia Advisory Services's iShares Russell 1000 Value ETF position peaked at $2.56M in Q1 2021.
1,227 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2021.

Based on Cascadia Advisory Services's 13F filing for Q2 2021, filed 11 Aug 2021.