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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

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024600k700k800k25342,534.525352,535.52536
Value ($)Share countHistorical IWO position of Navis Wealth Advisors Source: stockzoa.comValue ($)Share count

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

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