Cassaday & Co Wealth Management LLC IWN Holdings History
Cassaday & Co Wealth Management LLC's iShares Russell 2000 Value ETF Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 608,076.00 shares of iShares Russell 2000 Value ETF(IWN), totaling $91.81 Mil. This investment constitutes 2.58% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 0.84% of the outstanding iShares Russell 2000 Value ETF(IWN) stock.
The initial trade took place in 2022Q4. And since then Cassaday & Co Wealth Management LLC has made 9 purchases of IWN, at an average price of $142.10, for a total of 608,076.00 shares. Based on historical transaction data and IWN's current price of $164.95, Cassaday & Co Wealth Management LLC's estimated gain on his IWN holdings is $13.90 Mil, reflecting a 16.08% gain to date.
Cassaday & Co Wealth Management LLC IWN ($164.95) Holding Chart
Cassaday & Co Wealth Management LLC IWN ($164.95) 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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