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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$10.5M Buy
47,853
+34,268
+252% +$7.5M 2.12% 7
2021
Q2
$3.12M Buy
13,585
+421
+3% +$96.6K 0.67% 35
2021
Q1
$2.91M Buy
+13,164
New +$2.91M 0.64% 39
2020
Q3
$4.68M Buy
31,226
+14,116
+83% +$2.11M 1.31% 16
2020
Q2
$2.45M Buy
+17,110
New +$2.45M 0.75% 26