Navalign LLC’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $897K | Sell |
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|
2025
Q2 | $815K | Buy |
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|
2025
Q1 | $753K | Sell |
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|
2024
Q4 | $871K | Sell |
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|
2024
Q3 | $891K | Sell |
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|
2024
Q2 | $822K | Hold |
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|
2024
Q1 | $852K | Buy |
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|
2023
Q4 | $810K | Buy |
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|
2023
Q3 | $713K | Buy |
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|
2023
Q2 | $633K | Hold |
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|
2023
Q1 | $603K | Sell |
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|
2022
Q4 | $603K | Sell |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $672K | Hold |
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|
2021
Q4 | $799K | Sell |
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|
2021
Q3 | $789K | Sell |
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|
2021
Q2 | $833K | Buy |
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|
2021
Q1 | $765K | Buy |
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