Navis Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $434K | Sell |
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|
2025
Q4 | $808K | Buy |
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|
2025
Q3 | $726K | Buy |
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|
2025
Q2 | $647K | Buy |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $315K | Buy |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $243K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $22K | Buy |
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