Cavalier Investments, LLC IWM Holdings History
Cavalier Investments, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Cavalier Investments, LLC held 58,527.00 shares of iShares Russell 2000 ETF(IWM), totaling $11.68 Mil. This investment constitutes 3.97% of their stock portfolio, and Cavalier Investments, LLC now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2019Q2. And since then Cavalier Investments, LLC has made 11 purchases of IWM, at an average price of $200.27, for a total of 216,781.00 shares. In addition, there have been 11 sales at an average price of $204.00 for 158,254.00 shares. Based on historical transaction data and IWM's current price of $222.33, Cavalier Investments, LLC's estimated gain on his IWM holdings is $1.88 Mil, reflecting a 4.33% gain to date.
Cavalier Investments, LLC IWM ($222.33) Holding Chart
Cavalier Investments, LLC 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 % | |||
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