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iShares Dow Jones US Healthcare shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by Cascade Wealth Advisors from 13F filings

Historical chart of Cascade Wealth Advisors investment in iShares Dow Jones US Healthcare

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Healthcare held by Cascade Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Healthcare by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $618k 11k 58.40

More positions owned by Cascade Wealth Advisors

Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Neos Etf Trust Neos S&p 500 Hi (SPYI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Cascade Wealth Advisors

Top funds holding iShares Dow Jones US Healthcare

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Royal Bank of Canada
Fil
Bellwether Advisors
Green Harvest Asset Management
Goldman Sachs Group
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James & Associates
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Healthcare