ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Navigation Wealth Management, Inc.'s Holding History (CIK: 0001839930)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 301,544 Value ($000) $60,158 Avg Close — Range —
Q3 2022
Shares 1,177 Value ($000) $194 Avg Close — Range —
Q2 2022
Shares 1,190 Value ($000) $202 Avg Close — Range —
Q4 2021
Shares 1,567 Value ($000) $348 Avg Close — Range —
Q2 2021
Shares 401,753 Value ($000) $92,150 Avg Close — Range —
Q1 2021
Shares 2,942 Value ($000) $650 Avg Close — Range —