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

Insight 2811 Inc’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.38M Buy
6,250
+11
+0.2% +$2.3K 0.53% 28
2026
Q1 		$1.18M Buy
6,239
+42
+0.7% +$8.13K 0.49% 26
2025
Q4 		$1.12M Sell
6,197
-315
-5% -$56.6K 0.5% 26
2025
Q3 		$1.15M Buy
6,512
+26
+0.4% +$4.39K 0.51% 24
2025
Q2 		$1.02M Buy
6,486
+222
+4% +$33.1K 0.48% 23
2025
Q1 		$946K Sell
6,264
-329
-5% -$53.1K 0.48% 22
2024
Q4 		$1.08M Sell
6,593
-221
-3% -$37.7K 0.56% 22
2024
Q3 		$1.14M Sell
6,814
-288
-4% -$46.8K 0.57% 20
2024
Q2 		$1.08M Sell
7,102
-501
-7% -$76.6K 0.56% 19
2024
Q1 		$1.21M Sell
7,603
-23
-0.3% -$3.48K 0.62% 19
2023
Q4 		$1.18M Sell
7,626
-264
-3% -$36.6K 0.65% 19
2023
Q3 		$1.07M Sell
7,890
-423
-5% -$60.7K 0.61% 17
2023
Q2 		$1.17M Sell
8,313
-119
-1% -$16.1K 0.64% 20
2023
Q1 		$1.16M Sell
8,432
-293
-3% -$42.5K 0.71% 16
2022
Q4 		$1.21M Sell
8,725
-23
-0.3% -$3.25K 0.75% 15
2022
Q3 		$1.13M Sell
8,748
-92
-1% -$13.3K 0.76% 12
2022
Q2 		$1.2M Sell
8,840
-384
-4% -$57.1K 0.79% 12
2022
Q1 		$1.49M Sell
9,224
-154
-2% -$24.6K 0.88% 13
2021
Q4 		$1.56M Sell
9,378
-326
-3% -$54.3K 0.88% 16
2021
Q3 		$1.55M Sell
9,704
-179
-2% -$28.8K 0.92% 13
2021
Q2 		$1.64M Sell
9,883
-84
-0.8% -$13.9K 0.92% 13
2021
Q1 		$1.59M Sell
9,967
-52
-0.5% -$7.86K 0.93% 14
2020
Q4 		$1.32M Buy
10,019
+103
+1% +$12.2K 0.78% 15
2020
Q3 		$985K Buy
9,916
+436
+5% +$44.3K 0.61% 18
2020
Q2 		$903K Buy
9,480
+733
+8% +$66.7K 0.6% 18
2020
Q1 		$718K Buy
8,747
+310
+4% +$34.8K 0.53% 22
2019
Q4 		$1.08M Buy
8,437
+322
+4% +$39.8K 0.71% 19
2019
Q3 		$969K Buy
8,115
+355
+5% +$41.9K 0.69% 21
2019
Q2 		$938K Buy
7,760
+333
+4% +$40.2K 0.68% 22
2019
Q1 		$890K Buy
7,427
+338
+5% +$40.4K 0.68% 20
2018
Q4 		$762K Sell
7,089
-346
-5% -$41.6K 0.65% 24
2018
Q3 		$989K Sell
7,435
-284
-4% -$38.3K 0.67% 28
2018
Q2 		$1.02M Buy
7,719
+272
+4% +$35.1K 0.71% 23
2018
Q1 		$908K Buy
7,447
+122
+2% +$15.3K 0.65% 25
2017
Q4 		$921K Sell
7,325
-153
-2% -$19.1K 0.68% 28
2017
Q3 		$928K Buy
7,478
+24
+0.3% +$2.83K 0.69% 23
2017
Q2 		$886K Buy
7,454
+86
+1% +$10.1K 0.68% 26
2017
Q1 		$871K Sell
7,368
-244
-3% -$29K 0.67% 32
2016
Q4 		$905K Sell
7,612
-340
-4% -$37.6K 0.74% 21
2016
Q3 		$833K Sell
7,952
-662
-8% -$67.8K 0.52% 41
2016
Q2 		$838K Sell
8,614
-233
-3% -$22.2K 0.32% 53
2016
Q1 		$824K Buy
8,847
+219
+3% +$19K 0.32% 51
2015
Q4 		$793K Sell
8,628
-584
-6% -$55.4K 0.38% 45
2015
Q3 		$830K Sell
9,212
-570
-6% -$54.7K 0.48% 43
2015
Q2 		$997K Buy
9,782
+100
+1% +$10.3K 0.48% 37
2015
Q1 		$999K Buy
9,682
+152
+2% +$15.3K 0.47% 37
2014
Q4 		$969K Sell
9,530
-435
-4% -$42.6K 0.47% 37
2014
Q3 		$932K Buy
9,965
+219
+2% +$21.7K 0.4% 41
2014
Q2 		$1.01M Buy
9,746
+171
+2% +$17K 0.42% 40
2014
Q1 		$941K Buy
9,575
+632
+7% +$62.3K 0.4% 42
2013
Q4 		$890K Sell
8,943
-12,523
-58% -$1.2M 0.44% 35
2013
Q3 		$1.97M Buy
21,466
+955
+5% +$86.1K 0.98% 18
2013
Q2 		$1.76M Buy
+20,511
New +$1.74M 0.97% 18

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Insight 2811 Inc increased its iShares Russell 2000 Value ETF (IWN) stake by 0.18% in Q2 2026, buying an estimated $2.3K and bringing the position to 6,250 shares worth $1.38M. The position accounts for 0.53% of the portfolio, ranked #28.

Insight 2811 Inc first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.97M in Q3 2013. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Insight 2811 Inc held 6,250 shares of iShares Russell 2000 Value ETF worth $1.38M as of Q2 2026.
  • Insight 2811 Inc bought 11 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.3K.
  • iShares Russell 2000 Value ETF made up 0.53% of Insight 2811 Inc's portfolio in Q2 2026, its #28 holding.
  • Insight 2811 Inc first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Insight 2811 Inc's iShares Russell 2000 Value ETF position peaked at $1.97M in Q3 2013.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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