I2I
Insight 2811 Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
16,783
+110
| +0.7% | +$15.3K | 1.1% | 15 |
|
|
2025
Q1 | $1.96M | Sell |
16,673
-837
| -5% | -$98.3K | 0.99% | 15 |
|
|
2024
Q4 | $2.22M | Sell |
17,510
-250
| -1% | -$31.7K | 1.14% | 14 |
|
|
2024
Q3 | $2.08M | Sell |
17,760
-499
| -3% | -$58.5K | 1.04% | 16 |
|
|
2024
Q2 | $2.01M | Sell |
18,259
-4,080
| -18% | -$450K | 1.05% | 13 |
|
|
2024
Q1 | $2.55M | Sell |
22,339
-48
| -0.2% | -$5.48K | 1.31% | 12 |
|
|
2023
Q4 | $2.34M | Sell |
22,387
-393
| -2% | -$41.1K | 1.27% | 12 |
|
|
2023
Q3 | $2.08M | Sell |
22,780
-1,312
| -5% | -$120K | 1.18% | 12 |
|
|
2023
Q2 | $2.33M | Sell |
24,092
-52
| -0.2% | -$5.03K | 1.27% | 10 |
|
|
2023
Q1 | $2.2M | Sell |
24,144
-445
| -2% | -$40.5K | 1.36% | 8 |
|
|
2022
Q4 | $2.06M | Buy |
24,589
+378
| +2% | +$31.6K | 1.27% | 8 |
|
|
2022
Q3 | $1.9M | Sell |
24,211
-70
| -0.3% | -$5.49K | 1.28% | 8 |
|
|
2022
Q2 | $1.92M | Sell |
24,281
-716
| -3% | -$56.7K | 1.25% | 8 |
|
|
2022
Q1 | $2.51M | Sell |
24,997
-48,528
| -66% | -$4.88M | 1.49% | 6 |
|
|
2021
Q4 | $8.47M | Sell |
73,525
-9,627
| -12% | -$1.11M | 4.81% | 5 |
|
|
2021
Q3 | $9.32M | Buy |
83,152
+679
| +0.8% | +$76.1K | 5.5% | 4 |
|
|
2021
Q2 | $9.34M | Buy |
82,473
+169
| +0.2% | +$19.1K | 5.26% | 4 |
|
|
2021
Q1 | $8.4M | Buy |
82,304
+33
| +0% | +$3.37K | 4.9% | 4 |
|
|
2020
Q4 | $8.45M | Buy |
82,271
+40,959
| +99% | +$4.2M | 4.97% | 4 |
|
|
2020
Q3 | $7.14M | Buy |
41,312
+865
| +2% | +$150K | 4.45% | 4 |
|
|
2020
Q2 | $6.54M | Buy |
40,447
+1,311
| +3% | +$212K | 4.32% | 4 |
|
|
2020
Q1 | $4.76M | Sell |
39,136
-355
| -0.9% | -$43.2K | 3.49% | 6 |
|
|
2019
Q4 | $6.03M | Buy |
39,491
+521
| +1% | +$79.5K | 3.96% | 5 |
|
|
2019
Q3 | $5.51M | Buy |
38,970
+783
| +2% | +$111K | 3.9% | 5 |
|
|
2019
Q2 | $5.55M | Buy |
38,187
+1,192
| +3% | +$173K | 4% | 5 |
|
|
2019
Q1 | $5.02M | Sell |
36,995
-50,308
| -58% | -$6.83M | 3.85% | 5 |
|
|
2018
Q4 | $9.93M | Sell |
87,303
-11,245
| -11% | -$1.28M | 8.44% | 4 |
|
|
2018
Q3 | $13.4M | Buy |
98,548
+10,742
| +12% | +$1.46M | 9.02% | 4 |
|
|
2018
Q2 | $11.1M | Buy |
87,806
+184
| +0.2% | +$23.3K | 7.71% | 5 |
|
|
2018
Q1 | $10.8M | Buy |
87,622
+507
| +0.6% | +$62.3K | 7.73% | 5 |
|
|
2017
Q4 | $10.5M | Sell |
87,115
-1,657
| -2% | -$200K | 7.71% | 6 |
|
|
2017
Q3 | $10M | Buy |
88,772
+276
| +0.3% | +$31.2K | 7.43% | 6 |
|
|
2017
Q2 | $9.56M | Buy |
88,496
+1,150
| +1% | +$124K | 7.29% | 6 |
|
|
2017
Q1 | $9.06M | Sell |
87,346
-2,335
| -3% | -$242K | 6.93% | 7 |
|
|
2016
Q4 | $8.73M | Sell |
89,681
-25,591
| -22% | -$2.49M | 7.12% | 7 |
|
|
2016
Q3 | $11.2M | Buy |
115,272
+20,258
| +21% | +$1.97M | 6.99% | 3 |
|
|
2016
Q2 | $8.89M | Sell |
95,014
-8,096
| -8% | -$758K | 3.42% | 5 |
|
|
2016
Q1 | $9.5M | Buy |
103,110
+23,178
| +29% | +$2.14M | 3.73% | 3 |
|
|
2015
Q4 | $7.35M | Buy |
79,932
+3,162
| +4% | +$291K | 3.48% | 5 |
|
|
2015
Q3 | $6.8M | Sell |
76,770
-196,036
| -72% | -$17.4M | 3.96% | 4 |
|
|
2015
Q2 | $26.4M | Sell |
272,806
-34,300
| -11% | -$3.32M | 12.64% | 2 |
|
|
2015
Q1 | $30.1M | Buy |
307,106
+2,869
| +0.9% | +$281K | 14.17% | 2 |
|
|
2014
Q4 | $28.4M | Sell |
304,237
-16,600
| -5% | -$1.55M | 13.84% | 2 |
|
|
2014
Q3 | $28.3M | Buy |
320,837
+6,840
| +2% | +$604K | 12.16% | 4 |
|
|
2014
Q2 | $28.1M | Buy |
313,997
+5,189
| +2% | +$465K | 11.78% | 3 |
|
|
2014
Q1 | $26.1M | Buy |
308,808
+19,444
| +7% | +$1.64M | 11.06% | 3 |
|
|
2013
Q4 | $24.4M | Sell |
289,364
-6,554
| -2% | -$553K | 12.07% | 3 |
|
|
2013
Q3 | $23.1M | Buy |
295,918
+7,589
| +3% | +$593K | 11.52% | 3 |
|
|
2013
Q2 | $20.7M | Buy |
+288,329
| New | +$20.7M | 11.38% | 2 |
|