iShares S&P 500 Growth Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 10k | 120.72 |
| 2025-06-30 | $1.1M | 10k | 110.10 |
| 2025-03-31 | $942k | 10k | 92.83 |
| 2024-12-31 | $1.0M | 10k | 101.53 |
| 2024-09-30 | $971k | 10k | 95.75 |
| 2024-06-30 | $942k | 10k | 92.54 |
| 2024-03-31 | $832k | 9.9k | 84.44 |
| 2023-12-31 | $749k | 10k | 75.10 |
| 2023-09-30 | $675k | 9.9k | 68.42 |
| 2023-06-30 | $695k | 9.9k | 70.48 |
| 2023-03-31 | $1.5M | 24k | 63.89 |
| 2022-12-31 | $1.4M | 25k | 58.50 |
More positions owned by Cassaday & Co Wealth Management
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