Cassaday & Co Wealth Management LLC IWS Holdings History
Cassaday & Co Wealth Management LLC's iShares Russell Mid-Cap Value ETF Holding Summary
As of 2025-03-31, Cassaday & Co Wealth Management LLC held 972,214.00 shares of iShares Russell Mid-Cap Value ETF(IWS), totaling $122.47 Mil. This investment constitutes 3.44% of their stock portfolio, and Cassaday & Co Wealth Management LLC now holds 0.95% of the outstanding iShares Russell Mid-Cap Value ETF(IWS) stock.
The initial trade took place in 2022Q4. And since then Cassaday & Co Wealth Management LLC has made 9 purchases of IWS, at an average price of $106.28, for a total of 972,214.00 shares. Based on historical transaction data and IWS's current price of $134.95, Cassaday & Co Wealth Management LLC's estimated gain on his IWS holdings is $27.88 Mil, reflecting a 26.98% gain to date.
Cassaday & Co Wealth Management LLC IWS ($134.95) Holding Chart
Cassaday & Co Wealth Management LLC IWS ($134.95) 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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