Cassaday & Co Inc. IWS Holdings History
Cassaday & Co Inc.'s iShares Russell Mid-Cap Value ETF Holding Summary
As of 2021-12-31, Cassaday & Co Inc. held 508,709.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $62.26 Mil. This investment constitutes 5.85% of their stock portfolio, and Cassaday & Co Inc. now holds 0.41% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2018Q2. In addition, there have been 3 sales at an average price of $79.61 for 35,315.00 shares. Based on historical transaction data and IWS's current price of $131.15, Cassaday & Co Inc.'s estimated gain on his IWS holdings is $6.72 Mil, reflecting a 10.70% gain to date.
Cassaday & Co Inc. IWS ($131.15) Holding Chart
Cassaday & Co Inc. IWS ($131.15) 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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