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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
2016
Q2 		– Sell
-15
Closed -$7K – 118
2016
Q1 		$7K Hold
15
– – ﹤0.01% 113
2015
Q4 		$9K Hold
15
– – ﹤0.01% 106
2015
Q3 		$16K Hold
15
– – 0.01% 103
2015
Q2 		$8K Buy
+15
New +$1.87K ﹤0.01% 107

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Insight 2811 Inc's IWM Position: Q2 2026 in Review

Insight 2811 Inc reduced its iShares Russell 2000 ETF (IWM) stake by 3% in Q2 2026, selling an estimated $21.9K and leaving 2,522 shares worth $758K. The position accounts for 0.29% of the portfolio, ranked #43.

Insight 2811 Inc first reported a position in IWM in Q2 2013 and has held it in 27 quarters since. The position peaked at $794K in Q3 2025. 2,730 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Insight 2811 Inc held 2,522 shares of iShares Russell 2000 ETF worth $758K as of Q2 2026.
  • Insight 2811 Inc sold 78 iShares Russell 2000 ETF shares in Q2 2026, an estimated $21.9K.
  • iShares Russell 2000 ETF made up 0.29% of Insight 2811 Inc's portfolio in Q2 2026, its #43 holding.
  • Insight 2811 Inc first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 27 quarters since.
  • Insight 2811 Inc's iShares Russell 2000 ETF position peaked at $794K in Q3 2025.
  • 2,730 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Insight 2811 Inc's 13F filing for Q2 2026, filed 11 Aug 2026.