Navalign LLC
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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
Q3 		$791K Sell
2,846
-550
-16% -$162K 0.18% 76
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 		$882K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Navalign LLC's IWM Position: Q3 2026 in Review

Navalign LLC reduced its iShares Russell 2000 ETF (IWM) stake by 16% in Q3 2026, selling an estimated $162K and leaving 2,846 shares worth $791K. The position accounts for 0.18% of the portfolio, ranked #76.

Navalign LLC first reported a position in IWM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.02M in Q2 2026. 1,912 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Navalign LLC held 2,846 shares of iShares Russell 2000 ETF worth $791K as of Q3 2026.
  • Navalign LLC sold 550 iShares Russell 2000 ETF shares in Q3 2026, an estimated $162K.
  • iShares Russell 2000 ETF made up 0.18% of Navalign LLC's portfolio in Q3 2026, its #76 holding.
  • Navalign LLC first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 23 quarters since.
  • Navalign LLC's iShares Russell 2000 ETF position peaked at $1.02M in Q2 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.