CVT Volatility Managed Growth Portfolio IWM Holdings History
CVT Volatility Managed Growth Portfolio's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, CVT Volatility Managed Growth Portfolio held 20,000.00 shares of iShares Russell 2000 ETF(IWM), totaling $3.99 Mil. This investment constitutes 5.21% of their stock portfolio, and CVT Volatility Managed Growth 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 Volatility Managed Growth Portfolio has made 6 purchases of IWM, at an average price of $156.44, for a total of 69,500.00 shares. In addition, there have been 13 sales at an average price of $185.67 for 49,500.00 shares. Based on historical transaction data and IWM's current price of $222.33, CVT Volatility Managed Growth Portfolio's estimated gain on his IWM holdings is $2.76 Mil, reflecting a 25.43% gain to date.
CVT Volatility Managed Growth Portfolio IWM ($222.33) Holding Chart
CVT Volatility Managed Growth Portfolio IWM ($222.33) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
