NWM
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Navigation Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Navigation Wealth Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$380K Buy
964
+17
+2% +$6.2K 0.52% 24
2026
Q1 		$297K Buy
947
+127
+15% +$42.2K 1.07% 26
2025
Q4 		$265K Sell
820
-7
-0.8% -$2.28K 0.39% 22
2025
Q3 		$265K Buy
+827
New +$249K 0.39% 20

Other funds holding IWO

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Navigation Wealth Management increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.8% in Q2 2026, buying an estimated $6.2K and bringing the position to 964 shares worth $380K. The position accounts for 0.52% of the portfolio, ranked #24.

Navigation Wealth Management first reported a position in IWO in Q3 2025 and has held it in 4 quarters since. 189 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Navigation Wealth Management held 964 shares of iShares Russell 2000 Growth ETF worth $380K as of Q2 2026.
  • Navigation Wealth Management bought 17 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $6.2K.
  • iShares Russell 2000 Growth ETF made up 0.52% of Navigation Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Navigation Wealth Management first reported a position in iShares Russell 2000 Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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