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
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Quarterly reported holdings in iShares Russell 2000 Value Index by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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