iShares S&P 500 Index shares owned by Cascade Financial Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cascade Financial Partners
from 13F filings
Historical chart of Cascade Financial Partners investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Cascade Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32M | 48k | 669.30 |
| 2025-06-30 | $31M | 49k | 620.90 |
| 2025-03-31 | $28M | 50k | 561.90 |
| 2024-12-31 | $29M | 50k | 588.68 |
| 2024-09-30 | $30M | 51k | 586.13 |
| 2024-06-30 | $28M | 51k | 547.23 |
More positions owned by Cascade Financial Partners
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