NWM
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Navigation Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Navigation Wealth Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$419K Buy
1,894
+15
+0.8% +$3.14K 0.58% 23
2026
Q1 		$356K Buy
1,879
+111
+6% +$21.5K 1.28% 24
2025
Q4 		$320K Sell
1,768
-8
-0.5% -$1.44K 0.48% 19
2025
Q3 		$314K Buy
+1,776
New +$300K 0.46% 19

Other funds holding IWN

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
MWM
Marion Wealth Management Monroeville, Pennsylvania $491M AUM 17.01% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return

Navigation Wealth Management's IWN Position: Q2 2026 in Review

Navigation Wealth Management increased its iShares Russell 2000 Value ETF (IWN) stake by 0.8% in Q2 2026, buying an estimated $3.14K and bringing the position to 1,894 shares worth $419K. The position accounts for 0.58% of the portfolio, ranked #23.

Navigation Wealth Management first reported a position in IWN in Q3 2025 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Navigation Wealth Management held 1,894 shares of iShares Russell 2000 Value ETF worth $419K as of Q2 2026.
  • Navigation Wealth Management bought 15 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $3.14K.
  • iShares Russell 2000 Value ETF made up 0.58% of Navigation Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Navigation Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Navigation Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.