ISHARES TR

Ticker: IGV CUSIP: 464287515 Class: EXPANDED TECH

Cascade Wealth Advisors, Inc's Holding History (CIK: 0002018936)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 10,945 Value ($000) $1,062 Avg Close — Range —
Q3 2025
Shares 10,945 Value ($000) $1,223 Avg Close — Range —
Q2 2025
Shares 11,745 Value ($000) $1,288 Avg Close — Range —
Q1 2025
Shares 14,975 Value ($000) $1,334 Avg Close — Range —
Q4 2024
Shares 17,325 Value ($000) $1,735 Avg Close — Range —
Q3 2024
Shares 17,525 Value ($000) $1,566 Avg Close — Range —
Q2 2024
Shares 19,275 Value ($000) $1,614 Avg Close — Range —
Q1 2024
Shares 20,975 Value ($000) $1,736 Avg Close — Range —