Navis Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Navis Wealth Advisors’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 Q1	$434K	Sell	1,751 -1,533	-47%	-$395K	0.22%	106
2025 Q4	$808K	Buy	3,284 +283	+9%	+$69.6K	0.34%	68
2025 Q3	$726K	Buy	3,001 +1	+0%	+$229	0.54%	40
2025 Q2	$647K	Buy	3,000 +1,624	+118%	+$327K	0.55%	39
2025 Q1	$275K	Hold	1,376	–	–	0.27%	84
2024 Q4	$304K	Sell	1,376 -195	-12%	-$44.5K	0.33%	74
2024 Q3	$347K	Buy	1,571 +21	+1%	+$4.49K	0.38%	62
2024 Q2	$315K	Buy	1,550 +265	+21%	+$53.6K	0.36%	63
2024 Q1	$270K	Buy	1,285 +75	+6%	+$15K	0.32%	74
2023 Q4	$243K	Buy	+1,210	New	+$217K	0.32%	75
2021 Q1	–	Sell	-111	Closed	-$22K	–	150
2020 Q4	$22K	Buy	+111	New	+$19.4K	0.02%	161

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Navis Wealth Advisors's IWM Position: Q1 2026 in Review

Navis Wealth Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 47% in Q1 2026, selling an estimated $395K and leaving 1,751 shares worth $434K. The position accounts for 0.22% of the portfolio, ranked #106.

Navis Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 11 quarters since. The position peaked at $808K in Q4 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Navis Wealth Advisors held 1,751 shares of iShares Russell 2000 ETF worth $434K as of Q1 2026.
Navis Wealth Advisors sold 1,533 iShares Russell 2000 ETF shares in Q1 2026, an estimated $395K.
iShares Russell 2000 ETF made up 0.22% of Navis Wealth Advisors's portfolio in Q1 2026, its #106 holding.
Navis Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 11 quarters since.
Navis Wealth Advisors's iShares Russell 2000 ETF position peaked at $808K in Q4 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.