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iShares S&P NA Tec.-SW. Idx. Fund shares owned by Cascade Wealth Advisors

Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by Cascade Wealth Advisors from 13F filings

Historical chart of Cascade Wealth Advisors investment in iShares S&P NA Tec.-SW. Idx. Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P NA Tec.-SW. Idx. Fund 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 S&P NA Tec.-SW. Idx. Fund by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 18k 89.37
2024-06-30 $1.6M 19k 83.72
2024-03-31 $1.7M 21k 82.76