Cassaday & Co Inc. IWO Holdings History

Number of Shares
34,951.00
Current Holdings Value*
$10.24 Mil
% of Portfolio
0.96%
Total Estimate Gain
$104,313.09
% of Total Estimate Gain
0.89%

Cassaday & Co Inc.'s iShares Russell 2000 Growth ETF Holding Summary

As of 2021-12-31, Cassaday & Co Inc. held 34,951.00 shares of iShares Russell 2000 Growth ETF(IWO), totaling $10.24 Mil. This investment constitutes 0.96% of their stock portfolio, and Cassaday & Co Inc. now holds 0.08% of the outstanding iShares Russell 2000 Growth ETF(IWO) stock.

The initial trade took place in 2018Q2. And since then Cassaday & Co Inc. has made 1 purchases of IWO, at an average price of $268.34, for a total of 43,454.00 shares. In addition, there have been 2 sales at an average price of $187.37 for 8,503.00 shares. Based on historical transaction data and IWO's current price of $291.02, Cassaday & Co Inc.'s estimated gain on his IWO holdings is $104,313.09, reflecting a 0.89% gain to date.

Cassaday & Co Inc. IWO ($291.02) Holding Chart

Cassaday & Co Inc. IWO ($291.02) 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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