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Cavalier Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Cavalier Investments’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$839K Sell
3,385
-6,449
-66% -$1.66M 0.02% 100
2025
Q4 		$2.42M Sell
9,834
-50,101
-84% -$12.3M 0.12% 58
2025
Q3 		$13M Buy
59,935
+49,940
+500% +$11.5M 1.06% 19
2025
Q2 		$2.16M Sell
9,995
-48,532
-83% -$9.77M 0.65% 36
2025
Q1 		$11.7M Buy
58,527
+36,841
+170% +$7.99M 3.97% 7
2024
Q4 		$4.79M Sell
21,686
-94,994
-81% -$21.7M 1.6% 13
2024
Q3 		$25.8M Buy
116,680
+107,734
+1,204% +$23.1M 7.91% 2
2024
Q2 		$1.82M Hold
8,946
– – 0.56% 47
2024
Q1 		$1.88M Sell
8,946
-3,592
-29% -$717K 0.69% 41
2023
Q4 		$2.52M Buy
+12,538
New +$2.25M 0.93% 31
2023
Q2 		– Sell
-15,495
Closed -$2.76M – 105
2023
Q1 		$2.76M Buy
15,495
+7,227
+87% +$1.33M 1.13% 33
2022
Q4 		$1.44M Sell
8,268
-3,948
-32% -$702K 0.52% 42
2022
Q3 		$2.02M Buy
12,216
+150
+1% +$27.4K 0.73% 40
2022
Q2 		$2.04M Sell
12,066
-677
-5% -$125K 0.71% 36
2022
Q1 		$2.62M Buy
12,743
+5,447
+75% +$1.11M 0.68% 44
2021
Q4 		$1.62M Buy
7,296
+4,268
+141% +$964K 0.42% 78
2021
Q3 		$662K Sell
3,028
-762
-20% -$169K 0.21% 93
2021
Q2 		$868K Sell
3,790
-2,908
-43% -$654K 0.31% 88
2021
Q1 		$1.48M Buy
6,698
+6,254
+1,409% +$1.37M 0.64% 58
2020
Q4 		$87K Sell
444
-5,687
-93% -$995K 0.04% 96
2020
Q3 		$918K Sell
6,131
-4,604
-43% -$693K 0.62% 33
2020
Q2 		$1.54M Buy
+10,735
New +$1.41M 0.89% 18
2020
Q1 		– Sell
-24,534
Closed -$4.07M – 124
2019
Q4 		$4.07M Buy
24,534
+171
+0.7% +$27K 1.76% 16
2019
Q3 		$3.69M Sell
24,363
-1,053
-4% -$161K 1.59% 15
2019
Q2 		$3.95M Buy
+25,416
New +$3.92M 1.65% 19
2017
Q3 		– Sell
-9,247
Closed -$1.27M – 162
2017
Q2 		$1.27M Hold
9,247
– – 0.71% 30
2017
Q1 		$1.27M Buy
+9,247
New +$1.26M 0.71% 29

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cavalier Investments's IWM Position: Q1 2026 in Review

Cavalier Investments reduced its iShares Russell 2000 ETF (IWM) stake by 66% in Q1 2026, selling an estimated $1.66M and leaving 3,385 shares worth $839K. The position accounts for 0.02% of the portfolio, ranked #100.

Cavalier Investments first reported a position in IWM in Q1 2017 and has held it in 27 quarters since. The position peaked at $25.8M in Q3 2024. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Cavalier Investments held 3,385 shares of iShares Russell 2000 ETF worth $839K as of Q1 2026.
  • Cavalier Investments sold 6,449 iShares Russell 2000 ETF shares in Q1 2026, an estimated $1.66M.
  • iShares Russell 2000 ETF made up 0.02% of Cavalier Investments's portfolio in Q1 2026, its #100 holding.
  • Cavalier Investments first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 27 quarters since.
  • Cavalier Investments's iShares Russell 2000 ETF position peaked at $25.8M in Q3 2024.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.