Cavalier Investments LLC Has $643,000 Holdings in iShares Russell 2000 ETF $IWM

Cavalier Investments LLC cut its position in iShares Russell 2000 ETF (NYSEARCA:IWM) by 98.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,139 shares of the exchange traded fund’s stock after selling 201,246 shares during the quarter. Cavalier Investments LLC’s holdings in iShares Russell 2000 ETF were worth $643,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in IWM. Horizon Wealth Management LLC bought a new position in shares of iShares Russell 2000 ETF during the 1st quarter worth approximately $22,859,000. Bryn Mawr Trust Advisors LLC raised its stake in iShares Russell 2000 ETF by 37.8% in the 1st quarter. Bryn Mawr Trust Advisors LLC now owns 9,676 shares of the exchange traded fund’s stock valued at $2,400,000 after acquiring an additional 2,654 shares during the period. HighTower Advisors LLC raised its stake in iShares Russell 2000 ETF by 14.9% in the 4th quarter. HighTower Advisors LLC now owns 590,250 shares of the exchange traded fund’s stock valued at $145,296,000 after acquiring an additional 76,358 shares during the period. Prospera Financial Services Inc lifted its holdings in iShares Russell 2000 ETF by 12.8% during the 4th quarter. Prospera Financial Services Inc now owns 57,696 shares of the exchange traded fund’s stock valued at $14,216,000 after purchasing an additional 6,567 shares during the last quarter. Finally, World Investment Advisors lifted its holdings in iShares Russell 2000 ETF by 38.8% during the 4th quarter. World Investment Advisors now owns 32,933 shares of the exchange traded fund’s stock valued at $8,107,000 after purchasing an additional 9,214 shares during the last quarter.

iShares Russell 2000 ETF Price Performance

IWM stock opened at $293.93 on Tuesday. The company has a fifty day moving average price of $297.27 and a two-hundred day moving average price of $279.58. iShares Russell 2000 ETF has a one year low of $228.90 and a one year high of $305.18. The stock has a market cap of $80.90 billion, a price-to-earnings ratio of 17.69 and a beta of 1.11.

iShares Russell 2000 ETF Company Profile

iShares Russell 2000 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Russell 2000 Index (the Index). The Index is a float-adjusted capitalization weighted index that measures the performance of the small-capitalization sector of the United States equity market and includes securities issued by the approximately 2,000 smallest issuers in the Russell 3000 Index. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.