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
Download as csvQuarterly 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 |
|---|---|---|---|
| 2025-09-30 | $1.2M | 11k | 111.78 |
| 2025-06-30 | $1.3M | 12k | 109.63 |
| 2025-03-31 | $1.3M | 15k | 89.09 |
| 2024-12-31 | $1.7M | 17k | 100.12 |
| 2024-09-30 | $1.6M | 18k | 89.37 |
| 2024-06-30 | $1.6M | 19k | 83.72 |
| 2024-03-31 | $1.7M | 21k | 82.76 |
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