Cassaday & Co Wealth Management LLC IWP Holdings History
Cassaday & Co Wealth Management LLC's iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 2.12 Mil shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $248.57 Mil. This investment constitutes 6.99% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 1.51% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2022Q4. And since then Cassaday & Co Wealth Management LLC has made 8 purchases of IWP, at an average price of $86.06, for a total of 2.14 Mil shares. In addition, there have been 1 sales at an average price of $128.55 for 24,045.00 shares. Based on historical transaction data and IWP's current price of $139.83, Cassaday & Co Wealth Management LLC's estimated gain on his IWP holdings is $114.79 Mil, reflecting a 62.34% gain to date.
Cassaday & Co Wealth Management LLC IWP ($139.83) Holding Chart
Cassaday & Co Wealth Management LLC IWP ($139.83) 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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