CWA
Cascade Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
3,527
-233
| -6% | -$28.3K | 0.24% | 41 |
|
|
2025
Q1 | $401K | Sell |
3,760
-450
| -11% | -$48K | 0.28% | 36 |
|
|
2024
Q4 | $466K | Sell |
4,210
-1,240
| -23% | -$137K | 0.32% | 33 |
|
|
2024
Q3 | $566K | Sell |
5,450
-1,200
| -18% | -$125K | 0.4% | 32 |
|
|
2024
Q2 | $663K | Sell |
6,650
-1,630
| -20% | -$163K | 0.49% | 32 |
|
|
2024
Q1 | $750K | Buy |
+8,280
| New | +$750K | 0.64% | 31 |
|