Cascade Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cascade Financial Partners’s Portfolio IWD Stock Details IWD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$726K	Hold
2025 Q4	$715K	Hold
2025 Q3	$692K	Hold
2025 Q2	$660K	Hold
2025 Q1	$639K	Buy
2024 Q4	$527K	Hold
2024 Q3	$545K	Hold
2024 Q2	$497K	Hold
2024 Q1	$489K	Buy