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Insight 2811 Inc’s iShares Russell 2000 ETF IWM Stock Holding History

Insight 2811 Inc’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$645K Sell
2,600
-515
-17% -$133K 0.27% 48
2025
Q4 		$767K Sell
3,115
-167
-5% -$41.1K 0.34% 37
2025
Q3 		$794K Sell
3,282
-148
-4% -$34K 0.35% 32
2025
Q2 		$740K Sell
3,430
-36
-1% -$7.24K 0.35% 33
2025
Q1 		$691K Buy
3,466
+209
+6% +$45.3K 0.35% 36
2024
Q4 		$720K Buy
3,257
+1,825
+127% +$416K 0.37% 34
2024
Q3 		$316K Buy
1,432
+300
+27% +$64.2K 0.16% 65
2024
Q2 		$230K Sell
1,132
-290
-20% -$58.6K 0.12% 72
2024
Q1 		$299K Sell
1,422
-22
-2% -$4.39K 0.15% 64
2023
Q4 		$290K Sell
1,444
-10
-0.7% -$1.79K 0.16% 62
2023
Q3 		$257K Sell
1,454
-4
-0.3% -$751 0.15% 67
2023
Q2 		$273K Buy
+1,458
New +$260K 0.15% 72
2016
Q4 		– Sell
-2,855
Closed -$355K – 77
2016
Q3 		$355K Sell
2,855
-50
-2% -$6.08K 0.22% 64
2016
Q2 		$334K Sell
2,905
-545
-16% -$61.5K 0.13% 92
2016
Q1 		$382K Buy
3,450
+470
+16% +$48.7K 0.15% 84
2015
Q4 		$336K Sell
2,980
-125
-4% -$14.4K 0.16% 86
2015
Q3 		$339K Sell
3,105
-85
-3% -$10.1K 0.2% 82
2015
Q2 		$398K Sell
3,190
-120
-4% -$15K 0.19% 84
2015
Q1 		$412K Sell
3,310
-95
-3% -$11.5K 0.19% 87
2014
Q4 		$407K Sell
3,405
-125
-4% -$14.3K 0.2% 80
2014
Q3 		$386K Sell
3,530
-110
-3% -$12.6K 0.17% 88
2014
Q2 		$432K Sell
3,640
-141
-4% -$16K 0.18% 86
2014
Q1 		$440K Sell
3,781
-97
-3% -$11.2K 0.19% 85
2013
Q4 		$447K Sell
3,878
-80
-2% -$8.84K 0.22% 78
2013
Q3 		$422K Sell
3,958
-135
-3% -$14K 0.21% 81
2013
Q2 		$397K Buy
+4,093
New +$391K 0.22% 86

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Insight 2811 Inc's IWM Position: Q1 2026 in Review

Insight 2811 Inc reduced its iShares Russell 2000 ETF (IWM) stake by 17% in Q1 2026, selling an estimated $133K and leaving 2,600 shares worth $645K. The position accounts for 0.27% of the portfolio, ranked #48.

Insight 2811 Inc first reported a position in IWM in Q2 2013 and has held it in 26 quarters since. The position peaked at $794K in Q3 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Insight 2811 Inc held 2,600 shares of iShares Russell 2000 ETF worth $645K as of Q1 2026.
  • Insight 2811 Inc sold 515 iShares Russell 2000 ETF shares in Q1 2026, an estimated $133K.
  • iShares Russell 2000 ETF made up 0.27% of Insight 2811 Inc's portfolio in Q1 2026, its #48 holding.
  • Insight 2811 Inc first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 26 quarters since.
  • Insight 2811 Inc's iShares Russell 2000 ETF position peaked at $794K in Q3 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.