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
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Quarterly reported holdings in iShares Russell 1000 Value Index by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $87M | 428k | 203.59 |
| 2025-06-30 | $84M | 432k | 194.23 |
| 2025-03-31 | $75M | 398k | 188.16 |
| 2024-12-31 | $75M | 404k | 185.13 |
| 2024-09-30 | $70M | 369k | 189.80 |
| 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 |
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