iShares Russell 2000 Index shares owned by Cavalier Investments
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Cavalier Investments
from 13F filings
Historical chart of Cavalier Investments investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Cavalier Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 60k | 215.13 |
| 2025-06-30 | $2.2M | 10k | 215.79 |
| 2025-03-31 | $12M | 59k | 199.49 |
| 2024-12-31 | $4.8M | 22k | 220.96 |
| 2024-09-30 | $26M | 117k | 220.89 |
| 2024-06-30 | $1.8M | 8.9k | 202.89 |
| 2024-03-31 | $1.9M | 8.9k | 210.30 |
| 2023-03-31 | $2.8M | 16k | 178.40 |
| 2022-12-31 | $1.4M | 8.3k | 174.36 |
| 2022-09-30 | $2.0M | 12k | 164.95 |
| 2022-06-30 | $2.0M | 12k | 169.32 |
| 2022-03-31 | $2.6M | 13k | 205.29 |
| 2021-12-31 | $1.6M | 7.3k | 222.45 |
| 2021-09-30 | $662k | 3.0k | 218.63 |
| 2021-06-30 | $868k | 3.8k | 229.02 |
| 2021-03-31 | $1.5M | 6.7k | 220.96 |
| 2020-12-31 | $87k | 444 | 195.95 |
| 2020-09-30 | $918k | 6.1k | 149.73 |
| 2020-06-30 | $1.5M | 11k | 143.18 |
| 2019-12-31 | $4.1M | 25k | 165.68 |
| 2019-09-30 | $3.7M | 24k | 151.33 |
| 2019-06-30 | $4.0M | 25k | 155.48 |
| 2017-06-30 | $1.3M | 9.2k | 137.45 |
| 2017-03-31 | $1.3M | 9.2k | 137.45 |