iShares Russell Midcap Value Index shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Value Index (IWS) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares Russell Midcap Value Index
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Quarterly reported holdings in iShares Russell Midcap Value Index by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $126M | 952k | 132.25 |
| 2024-06-30 | $112M | 930k | 120.74 |
| 2024-03-31 | $115M | 914k | 125.33 |
| 2023-12-31 | $104M | 898k | 116.29 |
| 2023-09-30 | $92M | 883k | 104.34 |
| 2023-06-30 | $95M | 868k | 109.84 |
| 2023-03-31 | $91M | 860k | 106.20 |
| 2022-12-31 | $88M | 831k | 105.34 |
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