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

Cassaday & Co Wealth Management LLC currently holds 3.7K shares with a market value of $914.6K. It started holding IWM on 2024-09-30. At its peak, it held 4.0K shares on 2024-09-30. Its highest holding value was $914.6K on 2026-03-31. At its lowest, it held 3.6K shares on 2025-03-31, with a value of $724.5K on 2025-03-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 56. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 56.