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iShares Dow Jones US Financial shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of iShares Dow Jones US Financial (IYF) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners investment in iShares Dow Jones US Financial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Financial 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 Dow Jones US Financial by Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $644k 5.0k 128.93
2025-09-30 $633k 5.0k 126.64
2025-06-30 $604k 5.0k 120.99

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Wisdomtree Tr True Developed I (DOL)
PerkinElmer (RVTY)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Cascade Financial Partners

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