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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$3.14M	Buy	19,591 +1,643	+9%	+$264K	0.64%	41
2021 Q2	$2.98M	Buy	17,948 +462	+3%	+$76.2K	0.64%	40
2021 Q1	$2.79M	Buy	+17,486	New	+$2.64M	0.62%	42

Other funds holding IWN

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Cascadia Advisory Services increased its iShares Russell 2000 Value ETF (IWN) stake by 9.2% in Q3 2021, buying an estimated $264K and bringing the position to 19,591 shares worth $3.14M. The position accounts for 0.64% of the portfolio, ranked #41.

Cascadia Advisory Services first reported a position in IWN in Q1 2021 and has held it in 3 quarters since. 832 funds tracked by Wall St. Rank hold IWN as of Q3 2021.

Cascadia Advisory Services held 19,591 shares of iShares Russell 2000 Value ETF worth $3.14M as of Q3 2021.
Cascadia Advisory Services bought 1,643 iShares Russell 2000 Value ETF shares in Q3 2021, an estimated $264K.
iShares Russell 2000 Value ETF made up 0.64% of Cascadia Advisory Services's portfolio in Q3 2021, its #41 holding.
Cascadia Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q1 2021 and has held it in 3 quarters since.
832 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2021.

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