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

Insight 2811 Inc’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
3,566
+8
+0.2% +$2.92K 0.54% 27
2026
Q1 		$1.12M Buy
3,558
+25
+0.7% +$8.32K 0.47% 29
2025
Q4 		$1.14M Sell
3,533
-202
-5% -$65.7K 0.5% 25
2025
Q3 		$1.2M Buy
3,735
+4
+0.1% +$1.21K 0.53% 22
2025
Q2 		$1.07M Buy
3,731
+114
+3% +$30K 0.51% 22
2025
Q1 		$924K Sell
3,617
-188
-5% -$53.1K 0.47% 23
2024
Q4 		$1.1M Sell
3,805
-124
-3% -$36.7K 0.56% 21
2024
Q3 		$1.12M Sell
3,929
-177
-4% -$48.5K 0.56% 21
2024
Q2 		$1.08M Sell
4,106
-265
-6% -$68.8K 0.56% 20
2024
Q1 		$1.18M Buy
4,371
+19
+0.4% +$4.86K 0.61% 20
2023
Q4 		$1.1M Sell
4,352
-109
-2% -$24.6K 0.6% 20
2023
Q3 		$1,000K Sell
4,461
-476
-10% -$114K 0.57% 18
2023
Q2 		$1.2M Sell
4,937
-49
-1% -$11.2K 0.65% 19
2023
Q1 		$1.13M Sell
4,986
-154
-3% -$35.2K 0.7% 17
2022
Q4 		$1.1M Sell
5,140
-5
-0.1% -$1.09K 0.68% 17
2022
Q3 		$1.06M Sell
5,145
-61
-1% -$13.7K 0.72% 14
2022
Q2 		$1.07M Sell
5,206
-233
-4% -$52K 0.7% 13
2022
Q1 		$1.39M Sell
5,439
-76
-1% -$19.5K 0.83% 14
2021
Q4 		$1.62M Sell
5,515
-280
-5% -$84.4K 0.92% 14
2021
Q3 		$1.7M Sell
5,795
-123
-2% -$37K 1% 11
2021
Q2 		$1.84M Sell
5,918
-94
-2% -$28.3K 1.04% 11
2021
Q1 		$1.81M Sell
6,012
-61
-1% -$18.9K 1.05% 12
2020
Q4 		$1.74M Buy
6,073
+15
+0.2% +$3.82K 1.02% 13
2020
Q3 		$1.34M Buy
6,058
+165
+3% +$36.1K 0.84% 14
2020
Q2 		$1.23M Buy
5,893
+220
+4% +$41.1K 0.81% 14
2020
Q1 		$897K Buy
5,673
+37
+0.7% +$7.35K 0.66% 18
2019
Q4 		$1.21M Buy
5,636
+151
+3% +$30.6K 0.79% 17
2019
Q3 		$1.06M Buy
5,485
+121
+2% +$24K 0.75% 16
2019
Q2 		$1.09M Buy
5,364
+176
+3% +$34.8K 0.78% 15
2019
Q1 		$1.02M Buy
5,188
+153
+3% +$29.1K 0.78% 17
2018
Q4 		$846K Sell
5,035
-254
-5% -$47.4K 0.72% 19
2018
Q3 		$1.14M Sell
5,289
-214
-4% -$45.6K 0.77% 18
2018
Q2 		$1.12M Buy
5,503
+78
+1% +$15.6K 0.78% 20
2018
Q1 		$1.03M Buy
5,425
+30
+0.6% +$5.76K 0.74% 21
2017
Q4 		$1.01M Sell
5,395
-121
-2% -$22.1K 0.74% 22
2017
Q3 		$987K Buy
5,516
+21
+0.4% +$3.57K 0.73% 19
2017
Q2 		$927K Buy
5,495
+38
+0.7% +$6.25K 0.71% 24
2017
Q1 		$882K Sell
5,457
-160
-3% -$25.4K 0.67% 29
2016
Q4 		$865K Sell
5,617
-229
-4% -$34.2K 0.7% 22
2016
Q3 		$870K Sell
5,846
-447
-7% -$65.1K 0.54% 40
2016
Q2 		$863K Sell
6,293
-172
-3% -$23.2K 0.33% 51
2016
Q1 		$857K Buy
6,465
+167
+3% +$20.8K 0.34% 48
2015
Q4 		$877K Sell
6,298
-473
-7% -$67.1K 0.42% 42
2015
Q3 		$907K Sell
6,771
-415
-6% -$61.5K 0.53% 41
2015
Q2 		$1.11M Buy
7,186
+64
+0.9% +$9.81K 0.53% 31
2015
Q1 		$1.08M Buy
7,122
+114
+2% +$16.6K 0.51% 33
2014
Q4 		$998K Sell
7,008
-311
-4% -$42.1K 0.49% 36
2014
Q3 		$949K Buy
7,319
+163
+2% +$21.8K 0.41% 38
2014
Q2 		$991K Buy
7,156
+126
+2% +$16.6K 0.42% 42
2014
Q1 		$908K Buy
7,030
+466
+7% +$63.7K 0.38% 47
2013
Q4 		$889K Sell
6,564
-9,964
-60% -$1.29M 0.44% 36
2013
Q3 		$2.08M Buy
16,528
+750
+5% +$90.4K 1.04% 17
2013
Q2 		$1.76M Buy
+15,778
New +$1.72M 0.97% 19

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Insight 2811 Inc increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.22% in Q2 2026, buying an estimated $2.92K and bringing the position to 3,566 shares worth $1.4M. The position accounts for 0.54% of the portfolio, ranked #27.

Insight 2811 Inc first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.08M in Q3 2013. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Insight 2811 Inc held 3,566 shares of iShares Russell 2000 Growth ETF worth $1.4M as of Q2 2026.
  • Insight 2811 Inc bought 8 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $2.92K.
  • iShares Russell 2000 Growth ETF made up 0.54% of Insight 2811 Inc's portfolio in Q2 2026, its #27 holding.
  • Insight 2811 Inc first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Insight 2811 Inc's iShares Russell 2000 Growth ETF position peaked at $2.08M in Q3 2013.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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