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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$272K Buy
3,471
+3
+0.1% +$240 0.06% 214
2021
Q2
$275K Buy
+3,468
New +$269K 0.06% 211

Other funds holding IWR

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

Cascadia Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.09% in Q3 2021, buying an estimated $240 and bringing the position to 3,471 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #214.

Cascadia Advisory Services first reported a position in IWR in Q2 2021 and has held it in 2 quarters since. The position peaked at $275K in Q2 2021. 1,013 funds tracked by Wall St. Rank hold IWR as of Q3 2021.

  • Cascadia Advisory Services held 3,471 shares of iShares Russell Mid-Cap ETF worth $272K as of Q3 2021.
  • Cascadia Advisory Services bought 3 iShares Russell Mid-Cap ETF shares in Q3 2021, an estimated $240.
  • iShares Russell Mid-Cap ETF made up 0.06% of Cascadia Advisory Services's portfolio in Q3 2021, its #214 holding.
  • Cascadia Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 2 quarters since.
  • Cascadia Advisory Services's iShares Russell Mid-Cap ETF position peaked at $275K in Q2 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2021.

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