TWPM
IIIN icon

Total Wealth Planning & Management’s Insteel Industries IIIN Stock Holding History

Total Wealth Planning & Management’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
2026
Q2 		$225K Sell
7,438
-11,788
-61% -$338K 0.15% 196
2026
Q1 		$646K Buy
+19,226
New +$659K 0.48% 72
2025
Q2 		$477K Sell
12,815
-2,876
-18% -$96K 0.39% 81
2025
Q1 		$413K Buy
+15,691
New +$436K 0.39% 88

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Total Wealth Planning & Management's IIIN Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Insteel Industries (IIIN) stake by 61% in Q2 2026, selling an estimated $338K and leaving 7,438 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #196.

Total Wealth Planning & Management first reported a position in IIIN in Q1 2025 and has held it in 4 quarters since. The position peaked at $646K in Q1 2026. 188 funds tracked by Wall St. Rank hold IIIN as of Q2 2026.

  • Total Wealth Planning & Management held 7,438 shares of Insteel Industries worth $225K as of Q2 2026.
  • Total Wealth Planning & Management sold 11,788 Insteel Industries shares in Q2 2026, an estimated $338K.
  • Insteel Industries made up 0.15% of Total Wealth Planning & Management's portfolio in Q2 2026, its #196 holding.
  • Total Wealth Planning & Management first reported a position in Insteel Industries in Q1 2025 and has held it in 4 quarters since.
  • Total Wealth Planning & Management's Insteel Industries position peaked at $646K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Insteel Industries as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.