Cascade Financial Partners, LLC's ownership history for IVV

Cascade Financial Partners, LLC currently holds 47.8K shares with a market value of $32.0M. It started holding IVV on 2024-09-30. At its peak, it held 51.4K shares on 2024-09-30. Its highest holding value was $32.0M on 2025-09-30. At its lowest, it held 47.8K shares on 2025-09-30, with a value of $28.3M on 2025-03-31. In the recent 180 days, Cascade Financial Partners, LLC has decreased its shares by 2.6K. In the recent year, Cascade Financial Partners, LLC has decreased its shares by 3.6K.