Cassaday & Co Inc. IWP Holdings History
Cassaday & Co Inc.'s iShares Russell Mid-Cap Growth ETF Holding Summary
As of 2021-12-31, Cassaday & Co Inc. held 365,061.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $42.06 Mil. This investment constitutes 3.95% of their stock portfolio, and Cassaday & Co Inc. now holds 0.27% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.
The initial trade took place in 2018Q2. And since then Cassaday & Co Inc. has made 1 purchases of IWP, at an average price of $87.67, for a total of 585,921.00 shares. In addition, there have been 4 sales at an average price of $63.36 for 220,860.00 shares. Based on historical transaction data and IWP's current price of $140.00, Cassaday & Co Inc.'s estimated gain on his IWP holdings is $13.73 Mil, reflecting a 26.73% gain to date.
Cassaday & Co Inc. IWP ($140.00) Holding Chart
Cassaday & Co Inc. IWP ($140.00) 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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