iShares Dow Jones U.S. Index Fund shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in iShares Dow Jones U.S. Index Fund
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Quarterly reported holdings in iShares Dow Jones U.S. Index Fund by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $379k | 2.3k | 162.48 |
| 2025-06-30 | $352k | 2.3k | 150.87 |
| 2025-03-31 | $317k | 2.3k | 136.10 |
| 2024-12-31 | $334k | 2.3k | 143.09 |
| 2024-09-30 | $325k | 2.3k | 139.59 |
| 2024-06-30 | $308k | 2.3k | 132.31 |
| 2024-03-31 | $299k | 2.3k | 128.09 |
| 2023-12-31 | $276k | 2.4k | 116.53 |
| 2023-09-30 | $244k | 2.3k | 104.48 |
| 2023-06-30 | $253k | 2.3k | 108.33 |
| 2023-03-31 | $233k | 2.3k | 100.07 |
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