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Mark Sheptoff Financial Planning’s Insteel Industries IIIN Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,600
Closed -$59.5K – 516
2025
Q2 		$59.5K Buy
+1,600
New +$53.4K 0.03% 171
2017
Q3 		– Sell
-200
Closed -$7K – 381
2017
Q2 		$7K Sell
200
-1
-0.5% -$33 ﹤0.01% 293
2017
Q1 		$7K Buy
201
+1
+0.5% +$36 0.01% 295
2016
Q4 		$7K Buy
+200
New +$6.78K 0.01% 285

Other funds holding IIIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mark Sheptoff Financial Planning's IIIN Position: Q3 2025 in Review

Mark Sheptoff Financial Planning sold out of Insteel Industries (IIIN) in Q3 2025, closing a stake of 1,600 shares — an estimated $59.5K sold.

Mark Sheptoff Financial Planning first reported a position in IIIN in Q4 2016 and held it in 4 quarters. The position peaked at $59.5K in Q2 2025. 196 funds tracked by Wall St. Rank hold IIIN as of Q3 2025.

  • Mark Sheptoff Financial Planning reported no remaining Insteel Industries position as of Q3 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,600 Insteel Industries shares in Q3 2025, an estimated $59.5K.
  • Mark Sheptoff Financial Planning first reported a position in Insteel Industries in Q4 2016 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Insteel Industries position peaked at $59.5K in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Insteel Industries as of Q3 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2025, filed 13 Nov 2025.