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Cavalier Investments’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cavalier Investments’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,596
Closed -$1.04M – 106
2023
Q1 		$1.04M Sell
7,596
-7,832
-51% -$1.14M 0.45% 44
2022
Q4 		$2.14M Buy
+15,428
New +$2.18M 0.77% 38
2018
Q4 		– Sell
-15,620
Closed -$2.08M – 172
2018
Q3 		$2.08M Buy
15,620
+375
+2% +$50.5K 0.6% 41
2018
Q2 		$2M Sell
15,245
-1,975
-11% -$255K 0.67% 31
2018
Q1 		$2.15M Sell
17,220
-3,219
-16% -$403K 0.76% 27
2017
Q4 		$2.57M Sell
20,439
-4,579
-18% -$572K 1.03% 27
2017
Q3 		$3.1M Buy
25,018
+9,859
+65% +$1.16M 1.49% 15
2017
Q2 		$1.79M Hold
15,159
– – 1% 15
2017
Q1 		$1.79M Buy
+15,159
New +$1.8M 1% 15

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return