Cascade Financial Partners, LLC's ownership history for IWF

Cascade Financial Partners, LLC currently holds 5.3K shares with a market value of $2.5M. It started holding IWF on 2024-09-30. At its peak, it held 5.3K shares on 2025-06-30. Its highest holding value was $2.5M on 2025-09-30. At its lowest, it held 4.4K shares on 2024-09-30, with a value of $1.6M on 2025-03-31. In the recent 180 days, Cascade Financial Partners, LLC has increased its shares by 875. In the recent year, Cascade Financial Partners, LLC has increased its shares by 875.