iShares S&P 1500 Index Fund shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $445k | 3.1k | 145.65 |
| 2025-06-30 | $411k | 3.0k | 135.04 |
| 2025-03-31 | $250k | 2.0k | 122.01 |
| 2024-12-31 | $257k | 2.0k | 128.62 |
| 2024-09-30 | $278k | 2.2k | 125.62 |
| 2024-06-30 | $238k | 2.0k | 118.78 |
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