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iShares Dow Jones US Financial shares owned by Cascade Wealth Advisors

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

Historical chart of Cascade Wealth Advisors 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 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 Financial by Cascade Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $566k 5.5k 103.90
2024-06-30 $664k 6.7k 99.77
2024-03-31 $750k 8.3k 90.55

More positions owned by Cascade Wealth Advisors

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

View all positions for Cascade Wealth Advisors

Top funds holding iShares Dow Jones US Financial

Fisher Investments
Bank of America Corporation
Morgan Stanley
Phoenix Holdings
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Manufacturers Life Insurance Company
LPL Financial
Green Harvest Asset Management
Wells Fargo & Company
Washington Trust Company
Royal Bank of Canada
Magnus Financial Group
Advisor Group Holdings
Scotia Capital

View all funds holding iShares Dow Jones US Financial