CVT Russell 2000 Small Cap Index Portfolio IWM Holdings History
CVT Russell 2000 Small Cap Index Portfolio's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, CVT Russell 2000 Small Cap Index Portfolio held 21,000.00 shares of iShares Russell 2000 ETF(IWM), totaling $4.19 Mil. This investment constitutes 1.7% of their stock portfolio, and CVT Russell 2000 Small Cap Index Portfolio now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2019Q3. And since then CVT Russell 2000 Small Cap Index Portfolio has made 6 purchases of IWM, at an average price of $185.44, for a total of 96,000.00 shares. In addition, there have been 7 sales at an average price of $190.15 for 75,000.00 shares. Based on historical transaction data and IWM's current price of $223.08, CVT Russell 2000 Small Cap Index Portfolio's estimated gain on his IWM holdings is $1.14 Mil, reflecting a 6.42% gain to date.
CVT Russell 2000 Small Cap Index Portfolio IWM ($223.08) Holding Chart
CVT Russell 2000 Small Cap Index Portfolio IWM ($223.08) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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