I2I
Insight 2811 Inc’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
10,248
+33
| +0.3% | +$4.36K | 0.64% | 19 |
|
|
2025
Q1 | $1.29M | Sell |
10,215
-161
| -2% | -$20.3K | 0.65% | 19 |
|
|
2024
Q4 | $1.34M | Buy |
10,376
+221
| +2% | +$28.6K | 0.69% | 19 |
|
|
2024
Q3 | $1.34M | Sell |
10,155
-4,313
| -30% | -$570K | 0.67% | 19 |
|
|
2024
Q2 | $1.75M | Sell |
14,468
-2,022
| -12% | -$244K | 0.91% | 15 |
|
|
2024
Q1 | $2.07M | Sell |
16,490
-198
| -1% | -$24.8K | 1.06% | 14 |
|
|
2023
Q4 | $1.94M | Sell |
16,688
-4,702
| -22% | -$547K | 1.06% | 14 |
|
|
2023
Q3 | $2.23M | Sell |
21,390
-2,756
| -11% | -$288K | 1.27% | 10 |
|
|
2023
Q2 | $2.65M | Buy |
24,146
+717
| +3% | +$78.8K | 1.44% | 9 |
|
|
2023
Q1 | $2.49M | Sell |
23,429
-548
| -2% | -$58.2K | 1.54% | 7 |
|
|
2022
Q4 | $2.53M | Buy |
23,977
+1,002
| +4% | +$106K | 1.56% | 7 |
|
|
2022
Q3 | $2.21M | Sell |
22,975
-136
| -0.6% | -$13.1K | 1.49% | 6 |
|
|
2022
Q2 | $2.35M | Sell |
23,111
-874
| -4% | -$88.8K | 1.53% | 6 |
|
|
2022
Q1 | $2.87M | Buy |
23,985
+532
| +2% | +$63.7K | 1.7% | 5 |
|
|
2021
Q4 | $2.87M | Sell |
23,453
-501
| -2% | -$61.3K | 1.63% | 6 |
|
|
2021
Q3 | $2.71M | Buy |
23,954
+462
| +2% | +$52.3K | 1.6% | 6 |
|
|
2021
Q2 | $2.7M | Sell |
23,492
-15
| -0.1% | -$1.73K | 1.52% | 7 |
|
|
2021
Q1 | $2.57M | Buy |
23,507
+104
| +0.4% | +$11.4K | 1.5% | 7 |
|
|
2020
Q4 | $2.27M | Buy |
23,403
+136
| +0.6% | +$13.2K | 1.34% | 10 |
|
|
2020
Q3 | $1.88M | Buy |
23,267
+579
| +3% | +$46.8K | 1.17% | 10 |
|
|
2020
Q2 | $1.75M | Buy |
22,688
+574
| +3% | +$44.3K | 1.16% | 10 |
|
|
2020
Q1 | $1.42M | Sell |
22,114
-968
| -4% | -$62K | 1.04% | 9 |
|
|
2019
Q4 | $2.19M | Buy |
23,082
+95
| +0.4% | +$9K | 1.44% | 7 |
|
|
2019
Q3 | $2.06M | Sell |
22,987
-124
| -0.5% | -$11.1K | 1.46% | 7 |
|
|
2019
Q2 | $2.09M | Buy |
23,111
+511
| +2% | +$46.1K | 1.5% | 6 |
|
|
2019
Q1 | $1.96M | Sell |
22,600
-788
| -3% | -$68.4K | 1.5% | 6 |
|
|
2018
Q4 | $1.79M | Sell |
23,388
-38,367
| -62% | -$2.93M | 1.52% | 6 |
|
|
2018
Q3 | $5.57M | Sell |
61,755
-3,017
| -5% | -$272K | 3.76% | 6 |
|
|
2018
Q2 | $5.73M | Buy |
64,772
+1,664
| +3% | +$147K | 3.97% | 6 |
|
|
2018
Q1 | $5.45M | Buy |
63,108
+531
| +0.8% | +$45.9K | 3.92% | 6 |
|
|
2017
Q4 | $5.58M | Sell |
62,577
-1,342
| -2% | -$120K | 4.09% | 7 |
|
|
2017
Q3 | $5.43M | Sell |
63,919
-4,519
| -7% | -$384K | 4.02% | 7 |
|
|
2017
Q2 | $5.76M | Sell |
68,438
-41,935
| -38% | -$3.53M | 4.39% | 7 |
|
|
2017
Q1 | $9.16M | Sell |
110,373
-3,045
| -3% | -$253K | 7.01% | 6 |
|
|
2016
Q4 | $9.12M | Sell |
113,418
-32,206
| -22% | -$2.59M | 7.43% | 6 |
|
|
2016
Q3 | $11.2M | Buy |
145,624
+21,900
| +18% | +$1.68M | 6.97% | 4 |
|
|
2016
Q2 | $9.19M | Sell |
123,724
-4,961
| -4% | -$369K | 3.54% | 3 |
|
|
2016
Q1 | $9.13M | Buy |
128,685
+80,274
| +166% | +$5.69M | 3.59% | 5 |
|
|
2015
Q4 | $3.32M | Sell |
48,411
-3,551
| -7% | -$244K | 1.58% | 8 |
|
|
2015
Q3 | $3.49M | Sell |
51,962
-3,223
| -6% | -$216K | 2.03% | 6 |
|
|
2015
Q2 | $4.07M | Buy |
55,185
+581
| +1% | +$42.9K | 1.95% | 6 |
|
|
2015
Q1 | $4.11M | Buy |
54,604
+833
| +2% | +$62.7K | 1.94% | 6 |
|
|
2014
Q4 | $3.97M | Sell |
53,771
-2,437
| -4% | -$180K | 1.94% | 7 |
|
|
2014
Q3 | $3.94M | Buy |
56,208
+1,272
| +2% | +$89.1K | 1.69% | 6 |
|
|
2014
Q2 | $3.99M | Buy |
54,936
+954
| +2% | +$69.3K | 1.67% | 8 |
|
|
2014
Q1 | $3.73M | Buy |
53,982
+3,798
| +8% | +$262K | 1.58% | 8 |
|
|
2013
Q4 | $3.3M | Buy |
50,184
+19,390
| +63% | +$1.27M | 1.63% | 7 |
|
|
2013
Q3 | $1.88M | Buy |
30,794
+1,367
| +5% | +$83.3K | 0.93% | 19 |
|
|
2013
Q2 | $1.7M | Buy |
+29,427
| New | +$1.7M | 0.94% | 20 |
|