CVT Volatility Managed Moderate Growth Portfolio IWM Holdings History
CVT Volatility Managed Moderate Growth Portfolio's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, CVT Volatility Managed Moderate Growth Portfolio held 11,000.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.19 Mil. This investment constitutes 4.07% of their stock portfolio, and CVT Volatility Managed Moderate Growth Portfolio now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2019Q3. And since then CVT Volatility Managed Moderate Growth Portfolio has made 4 purchases of IWM, at an average price of $158.86, for a total of 37,000.00 shares. In addition, there have been 13 sales at an average price of $186.04 for 26,000.00 shares. Based on historical transaction data and IWM's current price of $223.58, CVT Volatility Managed Moderate Growth Portfolio's estimated gain on his IWM holdings is $1.42 Mil, reflecting a 24.13% gain to date.
CVT Volatility Managed Moderate Growth Portfolio IWM ($223.58) Holding Chart
CVT Volatility Managed Moderate Growth Portfolio IWM ($223.58) 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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