Cavalier Investments, LLC's ownership history for IWM

Cavalier Investments, LLC currently holds 3.4K shares with a market value of $839.5K. It started holding IWM on 2024-09-30. At its peak, it held 116.7K shares on 2024-09-30. Its highest holding value was $25.8M on 2024-09-30. At its lowest, it held 3.4K shares on 2026-03-31, with a value of $839.5K on 2026-03-31. In the recent 180 days, Cavalier Investments, LLC has decreased its shares by 56.5K. In the recent year, Cavalier Investments, LLC has decreased its shares by 55.1K.

It has also owned 2.0K contracts of calls, with the market value of the underlying securities totaling $49.6M on 2025-12-31. At its peak, it held 3.0K contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $73.8M on 2025-12-31. At its lowest, it held 2.0K contracts of calls on 2026-03-31 and it owned calls with the market value of the underlying securities totaling $49.6M on 2026-03-31.