Cascade Financial Partners, LLC's ownership history for IWM

Cascade Financial Partners, LLC currently holds 3.2K shares with a market value of $798.6K. It started holding IWM on 2024-09-30. At its peak, it held 6.0K shares on 2025-03-31. Its highest holding value was $1.2M on 2025-03-31. At its lowest, it held 2.8K shares on 2025-09-30, with a value of $666.4K on 2024-09-30. In the recent 180 days, Cascade Financial Partners, LLC has increased its shares by 378. In the recent year, Cascade Financial Partners, LLC has decreased its shares by 2.7K.