ISHARES TR

Ticker: IWD CUSIP: 464287598 Class: RUS 1000 VAL ETF

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

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

Q4 2025
Shares 6,117 Value ($000) $1,342 Avg Close — Range —
Q3 2025
Shares 6,117 Value ($000) $1,259 Avg Close — Range —
Q2 2025
Shares 6,485 Value ($000) $1,269 Avg Close — Range —
Q1 2025
Shares 6,117 Value ($000) $1,087 Avg Close — Range —
Q4 2024
Shares 6,117 Value ($000) $1,132 Avg Close — Range —
Q3 2024
Shares 6,117 Value ($000) $1,161 Avg Close — Range —
Q2 2024
Shares 6,197 Value ($000) $1,113 Avg Close — Range —
Q1 2024
Shares 6,516 Value ($000) $1,120 Avg Close — Range —