Cassaday & Co Wealth Management LLC IWO Holdings History
Cassaday & Co Wealth Management LLC's iShares Russell 2000 Growth ETF Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 888,250.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $226.97 Mil. This investment constitutes 6.38% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 2.13% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.
The initial trade took place in 2022Q4. And since then Cassaday & Co Wealth Management LLC has made 8 purchases of IWO, at an average price of $223.58, for a total of 891,217.00 shares. In addition, there have been 1 sales at an average price of $282.23 for 2,967.00 shares. Based on historical transaction data and IWO's current price of $294.86, Cassaday & Co Wealth Management LLC's estimated gain on his IWO holdings is $63.49 Mil, reflecting a 31.86% gain to date.
Cassaday & Co Wealth Management LLC IWO ($294.86) Holding Chart
Cassaday & Co Wealth Management LLC IWO ($294.86) 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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