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 Q2	–	Sell	-200,000	Closed	-$49.6M	–	90
2026 Q1	$49.6M	Sell	200,000 -100,000	-33%	-$25.8M	1.34%	11
2025 Q4	$73.8M	Buy	+300,000	New	+$73.8M	3.79%	6

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cavalier Investments's IWM Position: Q2 2026 in Review

Cavalier Investments reduced its iShares Russell 2000 ETF (IWM) stake by 37% in Q2 2026, selling an estimated $350K and leaving 2,139 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #62.

Cavalier Investments first reported a position in IWM in Q1 2017 and has held it in 28 quarters since. The position peaked at $25.8M in Q3 2024. 2,727 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Cavalier Investments held 2,139 shares of iShares Russell 2000 ETF worth $643K as of Q2 2026.
Cavalier Investments sold 1,246 iShares Russell 2000 ETF shares in Q2 2026, an estimated $350K.
iShares Russell 2000 ETF made up 0.03% of Cavalier Investments's portfolio in Q2 2026, its #62 holding.
Cavalier Investments first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 28 quarters since.
Cavalier Investments's iShares Russell 2000 ETF position peaked at $25.8M in Q3 2024.
2,727 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.