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Insight 2811 Inc’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Insight 2811 Inc’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.49M Buy
10,219
+204
+2% +$30.3K 0.62% 20
2025
Q4 		$1.41M Sell
10,015
-232
-2% -$32.4K 0.62% 22
2025
Q3 		$1.43M Sell
10,247
-1
-0% -$137 0.64% 20
2025
Q2 		$1.35M Buy
10,248
+33
+0.3% +$4.14K 0.64% 19
2025
Q1 		$1.29M Sell
10,215
-161
-2% -$21K 0.65% 19
2024
Q4 		$1.34M Buy
10,376
+221
+2% +$29.6K 0.69% 19
2024
Q3 		$1.34M Sell
10,155
-4,313
-30% -$545K 0.67% 19
2024
Q2 		$1.75M Sell
14,468
-2,022
-12% -$246K 0.91% 15
2024
Q1 		$2.07M Sell
16,490
-198
-1% -$23.3K 1.06% 14
2023
Q4 		$1.94M Sell
16,688
-4,702
-22% -$501K 1.06% 14
2023
Q3 		$2.23M Sell
21,390
-2,756
-11% -$304K 1.27% 10
2023
Q2 		$2.65M Buy
24,146
+717
+3% +$75.5K 1.44% 9
2023
Q1 		$2.49M Sell
23,429
-548
-2% -$59.8K 1.54% 7
2022
Q4 		$2.53M Buy
23,977
+1,002
+4% +$105K 1.56% 7
2022
Q3 		$2.21M Sell
22,975
-136
-0.6% -$14.5K 1.49% 6
2022
Q2 		$2.35M Sell
23,111
-874
-4% -$97.7K 1.53% 6
2022
Q1 		$2.87M Buy
23,985
+532
+2% +$62.6K 1.7% 5
2021
Q4 		$2.87M Sell
23,453
-501
-2% -$59.8K 1.63% 6
2021
Q3 		$2.71M Buy
23,954
+462
+2% +$53.5K 1.6% 6
2021
Q2 		$2.7M Sell
23,492
-15
-0.1% -$1.72K 1.52% 7
2021
Q1 		$2.57M Buy
23,507
+104
+0.4% +$10.8K 1.5% 7
2020
Q4 		$2.27M Buy
23,403
+136
+0.6% +$12.3K 1.34% 10
2020
Q3 		$1.88M Buy
23,267
+579
+3% +$46.9K 1.17% 10
2020
Q2 		$1.75M Buy
22,688
+574
+3% +$41.8K 1.16% 10
2020
Q1 		$1.42M Sell
22,114
-968
-4% -$82.8K 1.04% 9
2019
Q4 		$2.19M Buy
23,082
+95
+0.4% +$8.68K 1.44% 7
2019
Q3 		$2.06M Sell
22,987
-124
-0.5% -$11K 1.46% 7
2019
Q2 		$2.09M Buy
23,111
+511
+2% +$44.9K 1.5% 6
2019
Q1 		$1.96M Sell
22,600
-788
-3% -$66.5K 1.5% 6
2018
Q4 		$1.79M Sell
23,388
-38,367
-62% -$3.21M 1.52% 6
2018
Q3 		$5.57M Sell
61,755
-3,017
-5% -$273K 3.76% 6
2018
Q2 		$5.73M Buy
64,772
+1,664
+3% +$146K 3.97% 6
2018
Q1 		$5.45M Buy
63,108
+531
+0.8% +$47.1K 3.92% 6
2017
Q4 		$5.58M Sell
62,577
-1,342
-2% -$117K 4.09% 7
2017
Q3 		$5.43M Sell
63,919
-4,519
-7% -$379K 4.02% 7
2017
Q2 		$5.75M Sell
68,438
-41,935
-38% -$3.49M 4.39% 7
2017
Q1 		$9.16M Sell
110,373
-3,045
-3% -$252K 7.01% 6
2016
Q4 		$9.12M Sell
113,418
-32,206
-22% -$2.51M 7.43% 6
2016
Q3 		$11.2M Buy
145,624
+21,900
+18% +$1.67M 6.97% 4
2016
Q2 		$9.19M Sell
123,724
-4,961
-4% -$360K 3.54% 3
2016
Q1 		$9.13M Buy
128,685
+80,274
+166% +$5.29M 3.59% 5
2015
Q4 		$3.32M Sell
48,411
-3,551
-7% -$250K 1.58% 8
2015
Q3 		$3.49M Sell
51,962
-3,223
-6% -$229K 2.03% 6
2015
Q2 		$4.07M Buy
55,185
+581
+1% +$43.8K 1.95% 6
2015
Q1 		$4.11M Buy
54,604
+833
+2% +$62.1K 1.94% 6
2014
Q4 		$3.97M Sell
53,771
-2,437
-4% -$175K 1.94% 7
2014
Q3 		$3.94M Buy
56,208
+1,272
+2% +$91.2K 1.69% 6
2014
Q2 		$3.99M Buy
54,936
+954
+2% +$66.6K 1.67% 8
2014
Q1 		$3.73M Buy
53,982
+3,798
+8% +$252K 1.58% 8
2013
Q4 		$3.3M Buy
50,184
+19,390
+63% +$1.23M 1.63% 7
2013
Q3 		$1.88M Buy
30,794
+1,367
+5% +$82.5K 0.93% 19
2013
Q2 		$1.7M Buy
+29,427
New +$1.71M 0.94% 20

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Insight 2811 Inc's IWS Position: Q1 2026 in Review

Insight 2811 Inc increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2% in Q1 2026, buying an estimated $30.3K and bringing the position to 10,219 shares worth $1.49M. The position accounts for 0.62% of the portfolio, ranked #20.

Insight 2811 Inc first reported a position in IWS in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.2M in Q3 2016. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Insight 2811 Inc held 10,219 shares of iShares Russell Mid-Cap Value ETF worth $1.49M as of Q1 2026.
  • Insight 2811 Inc bought 204 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $30.3K.
  • iShares Russell Mid-Cap Value ETF made up 0.62% of Insight 2811 Inc's portfolio in Q1 2026, its #20 holding.
  • Insight 2811 Inc first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Insight 2811 Inc's iShares Russell Mid-Cap Value ETF position peaked at $11.2M in Q3 2016.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.