Cascade Wealth Advisors, Inc Ishares Russell 2000 ETF Transaction History

Cascade Wealth Advisors, Inc

  • $177 Billion
  • Q2 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 1,058 shares of IWM stock, worth $259,273. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,058
Holding current value
$259,273
% of portfolio
0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$174.82 - $215.79 $184,959 - $228,305
1,058 New
1,058 $233 Million
Q2 2024

Jul 26, 2024
BUY
$192.84 - $209.44 $183,198 - $198,968
950 New
950 $210 Million

Others Institutions Holding IWM

# of Institutions
2,937
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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