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

Cassaday & Co Wealth Management LLC currently holds 12.6K shares with a market value of $1.2M. It started holding IWR on 2024-09-30. At its peak, it held 12.6K shares on 2026-03-31. Its highest holding value was $1.2M on 2026-03-31. At its lowest, it held 11.3K shares on 2024-09-30, with a value of $963.8K on 2025-03-31. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 1.3K. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 1.3K.