Navigation Wealth Management, Inc. Ishares Russell Midcap Value E Transaction History

Navigation Wealth Management, Inc.

  • $63.4 Million
  • Q3 2025

A detailed history of Navigation Wealth Management, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Navigation Wealth Management, Inc. holds 2,733 shares of IWS stock, worth $376,744. This represents 0.6% of its overall portfolio holdings.

Number of Shares
2,733
Previous 1,845 48.13%
Holding current value
$376,744
Previous $243,000 56.79%
% of portfolio
0.6%
Previous 0.37%

Shares

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

Oct 27, 2025
BUY
$132.83 - $140.61 $117,953 - $124,861
888 Added 48.13%
2,733 $381,000
Q2 2025

Jul 09, 2025
BUY
$110.58 - $132.14 $204,020 - $243,798
1,845 New
1,845 $243,000

Others Institutions Holding IWS

# of Institutions
1,060
Shares Held
93.6M
Call Options Held
17.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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