I2I
Insight 2811 Inc’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $740K | Sell |
3,430
-36
| -1% | -$7.77K | 0.35% | 33 |
|
|
2025
Q1 | $691K | Buy |
3,466
+209
| +6% | +$41.7K | 0.35% | 36 |
|
|
2024
Q4 | $720K | Buy |
3,257
+1,825
| +127% | +$403K | 0.37% | 34 |
|
|
2024
Q3 | $316K | Buy |
1,432
+300
| +27% | +$66.3K | 0.16% | 65 |
|
|
2024
Q2 | $230K | Sell |
1,132
-290
| -20% | -$58.8K | 0.12% | 72 |
|
|
2024
Q1 | $299K | Sell |
1,422
-22
| -2% | -$4.63K | 0.15% | 64 |
|
|
2023
Q4 | $290K | Sell |
1,444
-10
| -0.7% | -$2.01K | 0.16% | 62 |
|
|
2023
Q3 | $257K | Sell |
1,454
-4
| -0.3% | -$707 | 0.15% | 67 |
|
|
2023
Q2 | $273K | Buy |
+1,458
| New | +$273K | 0.15% | 72 |
|
|
2016
Q4 | – | Sell |
-2,855
| Closed | -$355K | – | 77 |
|
|
2016
Q3 | $355K | Sell |
2,855
-50
| -2% | -$6.22K | 0.22% | 64 |
|
|
2016
Q2 | $334K | Sell |
2,905
-545
| -16% | -$62.7K | 0.13% | 92 |
|
|
2016
Q1 | $382K | Buy |
3,450
+470
| +16% | +$52K | 0.15% | 84 |
|
|
2015
Q4 | $336K | Sell |
2,980
-125
| -4% | -$14.1K | 0.16% | 86 |
|
|
2015
Q3 | $339K | Sell |
3,105
-85
| -3% | -$9.28K | 0.2% | 82 |
|
|
2015
Q2 | $398K | Sell |
3,190
-120
| -4% | -$15K | 0.19% | 84 |
|
|
2015
Q1 | $412K | Sell |
3,310
-95
| -3% | -$11.8K | 0.19% | 87 |
|
|
2014
Q4 | $407K | Sell |
3,405
-125
| -4% | -$14.9K | 0.2% | 80 |
|
|
2014
Q3 | $386K | Sell |
3,530
-110
| -3% | -$12K | 0.17% | 88 |
|
|
2014
Q2 | $432K | Sell |
3,640
-141
| -4% | -$16.7K | 0.18% | 86 |
|
|
2014
Q1 | $440K | Sell |
3,781
-97
| -3% | -$11.3K | 0.19% | 85 |
|
|
2013
Q4 | $447K | Sell |
3,878
-80
| -2% | -$9.22K | 0.22% | 78 |
|
|
2013
Q3 | $422K | Sell |
3,958
-135
| -3% | -$14.4K | 0.21% | 81 |
|
|
2013
Q2 | $397K | Buy |
+4,093
| New | +$397K | 0.22% | 86 |
|