Navigation Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Navigation Wealth Management’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
2025 Q2	–	Sell
2025 Q1	$60.2M	Buy
2022 Q4	–	Sell
2022 Q3	$194K	Sell
2022 Q2	$202K	Buy
2022 Q1	–	Sell
2021 Q4	$348K	Buy
2021 Q3	–	Sell
2021 Q2	$92.2M	Buy
2021 Q1	$650K	Buy