Navigation Wealth Management, Inc. Ishares Russell 1000 Val ETF Transaction History

Navigation Wealth Management, Inc.

  • $63.4 Million
  • Q3 2025

A detailed history of Navigation Wealth Management, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 2,345 shares of IWD stock, worth $480,232. This represents 0.75% of its overall portfolio holdings.

Number of Shares
2,345
Previous 1,581 48.32%
Holding current value
$480,232
Previous $307,000 55.37%
% of portfolio
0.75%
Previous 0.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$192.76 - $203.86 $147,268 - $155,749
764 Added 48.32%
2,345 $477,000
Q2 2025

Jul 09, 2025
BUY
$166.82 - $194.23 $263,742 - $307,077
1,581 New
1,581 $307,000

Others Institutions Holding IWD

# of Institutions
1,993
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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