Cascade Wealth Advisors, Inc's ownership history for IYF

Cascade Wealth Advisors, Inc currently holds 3.5K shares with a market value of $439.2K. It started holding IYF on 2024-09-30. At its peak, it held 5.5K shares on 2024-09-30. Its highest holding value was $566.3K on 2024-09-30. At its lowest, it held 3.5K shares on 2025-06-30, with a value of $401.2K on 2025-03-31. In the recent 180 days, Cascade Wealth Advisors, Inc has decreased its shares by 233. In the recent year, Cascade Wealth Advisors, Inc has decreased its shares by 1.9K.