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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Growth 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 Growth Index by Cassaday & Co Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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