Cassaday & Co Inc. IWO Holdings History
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 $296.16, Cassaday & Co Inc.'s estimated gain on his IWO holdings is $283,961.23, reflecting a 2.44% gain to date.
Cassaday & Co Inc. IWO ($296.16) Holding Chart
Cassaday & Co Inc. IWO ($296.16) 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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