Insight Advisors
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Insight Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Insight Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$838K Sell
3,014
-1,014
-25% -$298K 0.15% 91
2026
Q2 		$1.21M Sell
4,028
-427
-10% -$120K 0.21% 71
2026
Q1 		$1.1M Buy
4,455
+389
+10% +$100K 0.21% 70
2025
Q4 		$1M Buy
4,066
+680
+20% +$167K 0.15% 99
2025
Q3 		$820K Buy
3,386
+558
+20% +$128K 0.13% 111
2025
Q2 		$610K Sell
2,828
-17
-0.6% -$3.42K 0.1% 133
2025
Q1 		$568K Sell
2,845
-179
-6% -$38.8K 0.1% 132
2024
Q4 		$668K Buy
3,024
+230
+8% +$52.4K 0.11% 119
2024
Q3 		$617K Buy
2,794
+40
+1% +$8.56K 0.11% 135
2024
Q2 		$559K Sell
2,754
-52
-2% -$10.5K 0.1% 137
2024
Q1 		$590K Buy
2,806
+26
+0.9% +$5.19K 0.11% 138
2023
Q4 		$558K Sell
2,780
-34
-1% -$6.09K 0.12% 126
2023
Q3 		$497K Buy
2,814
+190
+7% +$35.7K 0.11% 137
2023
Q2 		$491K Sell
2,624
-70
-3% -$12.5K 0.11% 144
2023
Q1 		$481K Hold
2,694
– – 0.11% 157
2022
Q4 		$467K Sell
2,694
-170
-6% -$30.2K 0.16% 165
2022
Q3 		$472K Buy
2,864
+26
+0.9% +$4.74K 0.19% 139
2022
Q2 		$537K Sell
2,838
-594
-17% -$109K 0.18% 140
2022
Q1 		$705K Buy
3,432
+23
+0.7% +$4.69K 0.21% 126
2021
Q4 		$758K Buy
3,409
+395
+13% +$89.3K 0.22% 109
2021
Q3 		$719K Hold
3,014
– – 0.21% 126
2021
Q2 		$663K Sell
3,014
-70
-2% -$15.7K 0.21% 124
2021
Q1 		$694K Buy
3,084
+275
+10% +$60K 0.22% 118
2020
Q4 		$551K Buy
+2,809
New +$492K 0.21% 120

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Insight Advisors's IWM Position: Q3 2026 in Review

Insight Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 25% in Q3 2026, selling an estimated $298K and leaving 3,014 shares worth $838K. The position accounts for 0.15% of the portfolio, ranked #91.

Insight Advisors first reported a position in IWM in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.21M in Q2 2026. 825 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Insight Advisors held 3,014 shares of iShares Russell 2000 ETF worth $838K as of Q3 2026.
  • Insight Advisors sold 1,014 iShares Russell 2000 ETF shares in Q3 2026, an estimated $298K.
  • iShares Russell 2000 ETF made up 0.15% of Insight Advisors's portfolio in Q3 2026, its #91 holding.
  • Insight Advisors first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's iShares Russell 2000 ETF position peaked at $1.21M in Q2 2026.
  • 825 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.