Cassaday & Co Wealth Management LLC's ownership history for IVW

Cassaday & Co Wealth Management LLC currently holds 10.4K shares with a market value of $1.2M. It started holding IVW on 2024-09-30. At its peak, it held 10.4K shares on 2026-03-31. Its highest holding value was $1.3M on 2025-12-31. At its lowest, it held 10.1K shares on 2024-09-30, with a value of $941.6K on 2025-03-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 280. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 280.