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 Q2	$715K	Buy	2,380 +629	+36%	+$177K	0.27%	80
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Navis Wealth Advisors's IWM Position: Q2 2026 in Review

Navis Wealth Advisors increased its iShares Russell 2000 ETF (IWM) stake by 36% in Q2 2026, buying an estimated $177K and bringing the position to 2,380 shares worth $715K. The position accounts for 0.27% of the portfolio, ranked #80.

Navis Wealth Advisors first reported a position in IWM in Q4 2020 and has held it in 12 quarters since. The position peaked at $808K in Q4 2025. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Navis Wealth Advisors held 2,380 shares of iShares Russell 2000 ETF worth $715K as of Q2 2026.
Navis Wealth Advisors bought 629 iShares Russell 2000 ETF shares in Q2 2026, an estimated $177K.
iShares Russell 2000 ETF made up 0.27% of Navis Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Navis Wealth Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 12 quarters since.
Navis Wealth Advisors's iShares Russell 2000 ETF position peaked at $808K in Q4 2025.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.