iShares Russell 2000 Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $879k | 3.6k | 241.96 |
| 2025-06-30 | $827k | 3.8k | 215.79 |
| 2025-03-31 | $725k | 3.6k | 199.49 |
| 2024-12-31 | $808k | 3.7k | 220.96 |
| 2024-09-30 | $874k | 4.0k | 220.89 |
| 2024-06-30 | $815k | 4.0k | 202.89 |
| 2024-03-31 | $760k | 3.6k | 210.30 |
| 2023-12-31 | $705k | 3.5k | 200.71 |
| 2023-09-30 | $621k | 3.5k | 176.74 |
| 2023-06-30 | $657k | 3.5k | 187.27 |
| 2023-03-31 | $560k | 3.1k | 178.40 |
| 2022-12-31 | $647k | 3.7k | 174.36 |
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