Cassaday & Co Inc. IWD Holdings History
Cassaday & Co Inc.'s iShares Russell 1000 Value ETF Holding Summary
As of 2021-12-31, Cassaday & Co Inc. held 255,481.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $42.90 Mil. This investment constitutes 4.03% of their stock portfolio, and Cassaday & Co Inc. now holds 0.07% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q2. And since then Cassaday & Co Inc. has made 2 purchases of IWD, at an average price of $153.62, for a total of 274,486.00 shares. In addition, there have been 3 sales at an average price of $113.21 for 19,005.00 shares. Based on historical transaction data and IWD's current price of $197.41, Cassaday & Co Inc.'s estimated gain on his IWD holdings is $10.42 Mil, reflecting a 24.71% gain to date.
Cassaday & Co Inc. IWD ($197.41) Holding Chart
Cassaday & Co Inc. IWD ($197.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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