iShares S&P SmallCap 600 Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares S&P SmallCap 600 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P SmallCap 600 Index held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P SmallCap 600 Index by Cassaday & Co Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $955k | 8.2k | 116.96 |
2024-06-30 | $774k | 7.3k | 106.66 |
2024-03-31 | $858k | 7.8k | 110.52 |
2023-12-31 | $542k | 5.0k | 108.25 |
2023-09-30 | $468k | 5.0k | 94.33 |
2023-06-30 | $573k | 5.7k | 99.65 |
2023-03-31 | $565k | 5.8k | 96.69 |
2022-12-31 | $533k | 5.6k | 94.64 |
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