Cascade Financial Partners, LLC Ishares Russell 2000 ETF Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 2,842 shares of IWM stock, worth $696,460. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,842

Previous 5,172 45.05%

Holding current value

$696,460

Previous $1.12 Billion 38.39%

% of portfolio

0.08%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$214.92 - $244.84 $500,763 - $570,477	-2,330 Reduced 45.05%	2,842 $688 Million
Q2 2025 Aug 07, 2025	SELL	$174.82 - $215.79 $136,534 - $168,531	-781 Reduced 13.12%	5,172 $1.12 Billion
Q1 2025 May 13, 2025	BUY	$198.1 - $229.79 $539,624 - $625,947	2,724 Added 84.36%	5,953 $1.19 Billion
Q4 2024 Feb 07, 2025	BUY	$216.13 - $242.4 $46,900 - $52,600	217 Added 7.2%	3,229 $713 Million
Q3 2024 Oct 24, 2024	SELL	$200.87 - $224.6 $40,174 - $44,920	-200 Reduced 6.23%	3,012 $666 Million
Q2 2024 Jul 31, 2024	SELL	$192.84 - $209.44 $5,592 - $6,073	-29 Reduced 0.89%	3,212 $652 Million
Q1 2024 May 14, 2024	BUY	$189.48 - $210.3 $614,104 - $681,582	3,241 New	3,241 $644 Million

Others Institutions Holding IWM

# of Institutions

2,954

Shares Held

304M

Call Options Held

284M

Put Options Held

615M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Cascade Financial Partners, LLC Ishares Russell 2000 ETF Transaction History