iShares S&P 500 Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 8.2k | 669.33 |
| 2025-06-30 | $5.1M | 8.2k | 620.89 |
| 2025-03-31 | $4.6M | 8.2k | 561.93 |
| 2024-12-31 | $4.9M | 8.3k | 588.65 |
| 2024-09-30 | $4.4M | 7.6k | 576.82 |
| 2024-06-30 | $4.1M | 7.6k | 547.23 |
| 2024-03-31 | $3.9M | 7.4k | 525.73 |
| 2023-12-31 | $3.3M | 6.9k | 477.63 |
| 2023-09-30 | $3.0M | 6.9k | 429.43 |
| 2023-06-30 | $3.2M | 7.3k | 445.71 |
| 2023-03-31 | $2.8M | 6.9k | 411.06 |
| 2022-12-31 | $2.6M | 6.9k | 384.21 |
More positions owned by Cassaday & Co Wealth Management
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