Cascadia Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-14,683
Closed -$1.5M 250
2021
Q1
$1.5M Buy
+14,683
New +$1.54M 0.33% 100
2020
Q3
$931K Buy
10,772
+1,354
+14% +$114K 0.26% 115
2020
Q2
$745K Buy
+9,418
New +$683K 0.23% 105
2019
Q4
$210K Buy
+2,754
New +$202K 0.06% 230

Other funds holding IWP

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

Cascadia Advisory Services sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2021, closing a stake of 14,683 shares — an estimated $1.5M sold.

Cascadia Advisory Services first reported a position in IWP in Q4 2019 and held it in 4 quarters. The position peaked at $1.5M in Q1 2021. 822 funds tracked by Wall St. Rank hold IWP as of Q2 2021.

  • Cascadia Advisory Services reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Cascadia Advisory Services sold 14,683 iShares Russell Mid-Cap Growth ETF shares in Q2 2021, an estimated $1.5M.
  • Cascadia Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and held it in 4 quarters.
  • Cascadia Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $1.5M in Q1 2021.
  • 822 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2021.

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