ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Cassaday & Co Wealth Management LLC's Holding History (CIK: 0001963612)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,632 Value ($000) $894 Avg Close — Range —
Q3 2025
Shares 3,632 Value ($000) $879 Avg Close — Range —
Q2 2025
Shares 3,833 Value ($000) $827 Avg Close — Range —
Q1 2025
Shares 3,632 Value ($000) $725 Avg Close — Range —
Q4 2024
Shares 3,657 Value ($000) $808 Avg Close — Range —
Q3 2024
Shares 3,955 Value ($000) $874 Avg Close — Range —
Q2 2024
Shares 4,018 Value ($000) $815 Avg Close — Range —
Q1 2024
Shares 3,612 Value ($000) $760 Avg Close — Range —
Q4 2023
Shares 3,512 Value ($000) $705 Avg Close — Range —
Q3 2023
Shares 3,512 Value ($000) $621 Avg Close — Range —
Q2 2023
Shares 3,506 Value ($000) $657 Avg Close — Range —
Q1 2023
Shares 3,136 Value ($000) $559 Avg Close — Range —
Q4 2022
Shares 3,708 Value ($000) $647 Avg Close — Range —