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
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $726k | 3.0k | 241.93 |
| 2025-06-30 | $647k | 3.0k | 215.81 |
| 2025-03-31 | $275k | 1.4k | 199.50 |
| 2024-12-31 | $304k | 1.4k | 220.94 |
| 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 |