iShares Russell 2000 Value Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares Russell 2000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 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 2000 Value Index by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $111M | 626k | 176.81 |
| 2025-06-30 | $97M | 617k | 157.76 |
| 2025-03-31 | $92M | 608k | 150.98 |
| 2024-12-31 | $99M | 603k | 164.17 |
| 2024-09-30 | $99M | 593k | 166.82 |
| 2024-06-30 | $88M | 580k | 152.30 |
| 2024-03-31 | $90M | 568k | 158.81 |
| 2023-12-31 | $86M | 555k | 155.33 |
| 2023-09-30 | $71M | 525k | 135.55 |
| 2023-06-30 | $73M | 518k | 140.80 |
| 2023-03-31 | $69M | 506k | 137.02 |
| 2022-12-31 | $66M | 477k | 138.67 |
More positions owned by Cassaday & Co Wealth Management
View all positions for Cassaday & Co Wealth Management
Top funds holding iShares Russell 2000 Value Index
View all funds holding iShares Russell 2000 Value Index