Navis Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
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|
2025
Q1 | $648K | Hold |
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|
2024
Q4 | $730K | Hold |
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|
2024
Q3 | $720K | Hold |
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|
2024
Q2 | $666K | Hold |
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|
2024
Q1 | $686K | Hold |
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|
2023
Q4 | $639K | Hold |
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|
2023
Q3 | $568K | Hold |
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|
2023
Q2 | $615K | Hold |
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|
2023
Q1 | $575K | Hold |
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $524K | Hold |
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|
2022
Q2 | $523K | Hold |
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|
2022
Q1 | $648K | Hold |
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|
2021
Q4 | $743K | Hold |
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|
2021
Q3 | $744K | Hold |
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|
2021
Q2 | $790K | Hold |
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|
2021
Q1 | $762K | Hold |
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|
2020
Q4 | $727K | Buy |
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