Cascadia Advisory Services, LLC IWM Holdings History
Cascadia Advisory Services, LLC's iShares Russell 2000 ETF Holding Summary
As of 2021-09-30, Cascadia Advisory Services, LLC held 47,853.00 shares of iShares Russell 2000 ETF(IWM), totaling $10.47 Mil. This investment constitutes 2.16% of their stock portfolio, and Cascadia Advisory Services, LLC now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2020Q2. And since then Cascadia Advisory Services, LLC has made 4 purchases of IWM, at an average price of $182.37, for a total of 65,915.00 shares. In addition, there have been 1 sales at an average price of $217.96 for 18,062.00 shares. Based on historical transaction data and IWM's current price of $223.08, Cascadia Advisory Services, LLC's estimated gain on his IWM holdings is $2.59 Mil, reflecting a 21.55% gain to date.
Cascadia Advisory Services, LLC IWM ($223.08) Holding Chart
Cascadia Advisory Services, LLC IWM ($223.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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