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Dogwood Wealth Management’s Insteel Industries IIIN Stock Holding History

Dogwood Wealth Management’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,860
Closed -$109K – 634
2024
Q1 		$109K Buy
2,860
+713
+33% +$25.4K 0.07% 98
2023
Q4 		$82.2K Buy
+2,147
New +$71K 0.06% 104

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dogwood Wealth Management's IIIN Position: Q2 2024 in Review

Dogwood Wealth Management sold out of Insteel Industries (IIIN) in Q2 2024, closing a stake of 2,860 shares — an estimated $109K sold.

Dogwood Wealth Management first reported a position in IIIN in Q4 2023 and held it in 2 quarters. The position peaked at $109K in Q1 2024. 144 funds tracked by Wall St. Rank hold IIIN as of Q2 2024.

  • Dogwood Wealth Management reported no remaining Insteel Industries position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 2,860 Insteel Industries shares in Q2 2024, an estimated $109K.
  • Dogwood Wealth Management first reported a position in Insteel Industries in Q4 2023 and held it in 2 quarters.
  • Dogwood Wealth Management's Insteel Industries position peaked at $109K in Q1 2024.
  • 144 funds tracked by Wall St. Rank held Insteel Industries as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.