iShares Russell 2000 Growth Index shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in iShares Russell 2000 Growth Index
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All positions including iShares Russell 2000 Growth Index held by Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $720k | 2.5k | 284.00 |
2024-06-30 | $666k | 2.5k | 262.53 |
2024-03-31 | $687k | 2.5k | 270.80 |
2023-12-31 | $639k | 2.5k | 252.22 |
2023-09-30 | $568k | 2.5k | 224.15 |
2023-06-30 | $615k | 2.5k | 242.66 |
2023-03-31 | $575k | 2.5k | 226.82 |
2022-12-31 | $544k | 2.5k | 214.52 |
2022-09-30 | $524k | 2.5k | 206.71 |
2022-06-30 | $523k | 2.5k | 206.31 |
2022-03-31 | $648k | 2.5k | 255.62 |
2021-12-31 | $743k | 2.5k | 293.10 |
2021-09-30 | $744k | 2.5k | 293.49 |
2021-06-30 | $790k | 2.5k | 311.64 |
2021-03-31 | $762k | 2.5k | 300.59 |
2020-12-31 | $727k | 2.5k | 286.79 |
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