Ishares Inc msci world idx shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Ishares Inc msci world idx (URTH) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Ishares Inc msci world idx
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Quarterly reported holdings in Ishares Inc msci world idx by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 1.7k | 181.60 |
| 2025-06-30 | $295k | 1.7k | 169.42 |
| 2025-03-31 | $274k | 1.8k | 153.21 |
| 2024-12-31 | $278k | 1.8k | 155.53 |
| 2024-09-30 | $256k | 1.6k | 156.95 |
| 2024-06-30 | $240k | 1.6k | 147.52 |
| 2024-03-31 | $236k | 1.6k | 144.94 |
| 2023-12-31 | $217k | 1.6k | 133.05 |
| 2022-12-31 | $1.2M | 11k | 109.25 |
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