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Navalign LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Navalign LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
3,396
-194
-5% -$54.5K 0.24% 65
2026
Q1 		$890K Buy
3,590
+5
+0.1% +$1.29K 0.22% 70
2025
Q4 		$883K Sell
3,585
-123
-3% -$30.2K 0.22% 75
2025
Q3 		$897K Sell
3,708
-70
-2% -$16.1K 0.24% 72
2025
Q2 		$815K Buy
3,778
+3
+0.1% +$604 0.22% 73
2025
Q1 		$753K Sell
3,775
-168
-4% -$36.4K 0.21% 73
2024
Q4 		$871K Sell
3,943
-91
-2% -$20.7K 0.26% 64
2024
Q3 		$891K Sell
4,034
-18
-0.4% -$3.85K 0.26% 63
2024
Q2 		$822K Hold
4,052
– – 0.26% 70
2024
Q1 		$852K Buy
4,052
+15
+0.4% +$2.99K 0.28% 65
2023
Q4 		$810K Buy
4,037
+4
+0.1% +$717 0.28% 66
2023
Q3 		$713K Buy
4,033
+655
+19% +$123K 0.27% 77
2023
Q2 		$633K Hold
3,378
– – 0.25% 75
2023
Q1 		$603K Sell
3,378
-83
-2% -$15.3K 0.25% 78
2022
Q4 		$603K Sell
3,461
-126
-4% -$22.4K 0.25% 83
2022
Q3 		$592K Sell
3,587
-20
-0.6% -$3.65K 0.27% 80
2022
Q2 		$611K Buy
3,607
+13
+0.4% +$2.4K 0.27% 72
2022
Q1 		$672K Hold
3,594
– – 0.28% 72
2021
Q4 		$799K Sell
3,594
-14
-0.4% -$3.16K 0.32% 73
2021
Q3 		$789K Sell
3,608
-23
-0.6% -$5.1K 0.33% 68
2021
Q2 		$833K Buy
3,631
+169
+5% +$38K 0.35% 64
2021
Q1 		$765K Buy
+3,462
New +$756K 0.34% 68

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Navalign LLC's IWM Position: Q2 2026 in Review

Navalign LLC reduced its iShares Russell 2000 ETF (IWM) stake by 5.4% in Q2 2026, selling an estimated $54.5K and leaving 3,396 shares worth $1.02M. The position accounts for 0.24% of the portfolio, ranked #65.

Navalign LLC first reported a position in IWM in Q1 2021 and has held it in 22 quarters since. 1,115 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Navalign LLC held 3,396 shares of iShares Russell 2000 ETF worth $1.02M as of Q2 2026.
  • Navalign LLC sold 194 iShares Russell 2000 ETF shares in Q2 2026, an estimated $54.5K.
  • iShares Russell 2000 ETF made up 0.24% of Navalign LLC's portfolio in Q2 2026, its #65 holding.
  • Navalign LLC first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,115 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.