Navigation Wealth Management, Inc. IWM Holdings History
Navigation Wealth Management, Inc.'s iShares Russell 2000 ETF Holding Summary
As of 2025-06-30, Navigation Wealth Management, Inc. held - shares of iShares Russell 2000 ETF(IWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2021Q1. And since then Navigation Wealth Management, Inc. has made 6 purchases of IWM, at an average price of $221.18, for a total of 706,054.00 shares. In addition, there have been 4 sales at an average price of $212.48 for 706,054.00 shares. Based on historical transaction data and IWM's current price of $223.92, Navigation Wealth Management, Inc.'s estimated gain on his IWM holdings is $-6.14 Mil, reflecting a -3.93% gain to date.
Navigation Wealth Management, Inc. IWM ($223.92) Holding Chart
Navigation Wealth Management, Inc. IWM ($223.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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