Cascadia Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$10.5M	Buy	47,853 +34,268	+252%	+$7.6M	2.12%	7
2021 Q2	$3.12M	Buy	13,585 +421	+3%	+$94.7K	0.67%	35
2021 Q1	$2.91M	Buy	+13,164	New	+$2.87M	0.64%	39
2020 Q3	$4.68M	Buy	31,226 +14,116	+83%	+$2.12M	1.31%	16
2020 Q2	$2.45M	Buy	+17,110	New	+$2.25M	0.75%	26

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cascadia Advisory Services's IWM Position: Q3 2021 in Review

Cascadia Advisory Services increased its iShares Russell 2000 ETF (IWM) stake by 252% in Q3 2021, buying an estimated $7.6M and bringing the position to 47,853 shares worth $10.5M. The position accounts for 2.12% of the portfolio, ranked #7.

Cascadia Advisory Services first reported a position in IWM in Q2 2020 and has held it in 5 quarters since. 1,814 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Cascadia Advisory Services held 47,853 shares of iShares Russell 2000 ETF worth $10.5M as of Q3 2021.
Cascadia Advisory Services bought 34,268 iShares Russell 2000 ETF shares in Q3 2021, an estimated $7.6M.
iShares Russell 2000 ETF made up 2.12% of Cascadia Advisory Services's portfolio in Q3 2021, its #7 holding.
Cascadia Advisory Services first reported a position in iShares Russell 2000 ETF in Q2 2020 and has held it in 5 quarters since.
1,814 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.