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iShares Russell 2000 Index shares owned by Navis Wealth Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Navis Wealth Advisors from 13F filings

Historical chart of Navis Wealth Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $347k 1.6k 220.84
2024-06-30 $315k 1.6k 202.94
2024-03-31 $270k 1.3k 210.33
2023-12-31 $243k 1.2k 200.71
2020-12-31 $22k 111 198.20

More positions owned by Navis Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Zscaler Incorporated (ZS)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Proshares Tr S&p 500 Dv Arist (NOBL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Spdr Ser Tr S&p Ins Etf (KIE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
FedEx Corporation (FDX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr U.s. Bas Mtl Etf (IYM)

View all positions for Navis Wealth Advisors

Top funds holding iShares Russell 2000 Index

Jane Street
Bank of America Corporation
Susquehanna International
Barclays
Citadel Advisors
Wells Fargo & Company
Citigroup
Goldman Sachs Group
Royal Bank of Canada
Nomura Holdings
Morgan Stanley
Parallax Volatility Advisers
Balyasny Asset Management
Healthcare Of Ontario Pension Plan Trust Fund
Belvedere Trading

View all funds holding iShares Russell 2000 Index