iShares Russell 1000 Value Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares Russell 1000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Value Index held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 1000 Value Index by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $65M | 372k | 174.47 |
| 2024-03-31 | $68M | 379k | 179.11 |
| 2023-12-31 | $63M | 383k | 165.25 |
| 2023-09-30 | $57M | 376k | 151.82 |
| 2023-06-30 | $60M | 379k | 157.83 |
| 2023-03-31 | $59M | 388k | 152.26 |
| 2022-12-31 | $59M | 390k | 151.65 |
More positions owned by Cassaday & Co Wealth Management
View all positions for Cassaday & Co Wealth Management
Top funds holding iShares Russell 1000 Value Index
View all funds holding iShares Russell 1000 Value Index