iShares S&P 500 Value Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value 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 500 Value Index by Cassaday & Co Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $739k | 3.7k | 197.17 |
2024-06-30 | $726k | 4.0k | 182.01 |
2024-03-31 | $600k | 3.2k | 186.81 |
2023-12-31 | $556k | 3.2k | 173.89 |
2023-09-30 | $482k | 3.1k | 153.84 |
2023-06-30 | $505k | 3.1k | 161.19 |
2023-03-31 | $919k | 6.1k | 151.76 |
2022-12-31 | $1.0M | 7.2k | 145.07 |
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