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Connor Haley

Alta Fox Capital Management

Connor Haley iShares Russell 2000 ETF stake

total: 84

Alta Fox Capital Management IWM trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2023 Q4
Held for:
1 quarter
Latest activity:
2024 Q1
According to 2026 Q1 report, Connor Haley doesn't hold any iShares Russell 2000 ETF (IWM) shares. To date, the estimated cost basis is nearly $200.71 for "buy" trades and estimated average "sell" price is $200.71. Alta Fox Capital Management first purchased IWM in 2023 Q4, initially acquiring 86,700 shares. Since the initial investment in iShares Russell 2000 ETF (IWM), Alta Fox Capital Management has made 1 more transaction.

When did Connor Haley sell iShares Russell 2000 ETF (IWM)?

Connor Haley sold off the entire iShares Russell 2000 ETF (IWM) position in 2024 Q1.

When did Connor Haley buy iShares Russell 2000 ETF (IWM)?

Connor Haley first invested in iShares Russell 2000 ETF (IWM) in 2023 Q4 at the reported quarter-end price of $200.71 per share.

What's the cost basis of Alta Fox Capital Management's IWM stake?

The estimated cost basis for iShares Russell 2000 ETF (IWM) stake is around $200.71 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$200.71
Weighted AVG sell price:
$200.71

Connor Haley's historical trades in iShares Russell 2000 ETF

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q1
0.00%
0
$200.71
-100% (-86,700)
-11.13%
2023 Q4
11.13%
86,700
$200.71
$17,401,557
new
+11.13%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.