iShares Russell Midcap Index Fund shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 11k | 96.55 |
| 2025-06-30 | $1.0M | 11k | 91.97 |
| 2025-03-31 | $964k | 11k | 85.07 |
| 2024-12-31 | $1.0M | 11k | 88.40 |
| 2024-09-30 | $999k | 11k | 88.14 |
| 2024-06-30 | $937k | 12k | 81.08 |
| 2024-03-31 | $953k | 11k | 84.09 |
| 2023-12-31 | $873k | 11k | 77.73 |
| 2023-09-30 | $777k | 11k | 69.25 |
| 2023-06-30 | $820k | 11k | 73.03 |
| 2023-03-31 | $785k | 11k | 69.92 |
| 2022-12-31 | $857k | 13k | 67.45 |
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