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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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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