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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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