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Venturi Wealth Management’s Insteel Industries IIIN Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-256
Closed -$6.92K – 1189
2024
Q4 		$6.92K Sell
256
-121
-32% -$3.52K ﹤0.01% 1548
2024
Q3 		$11.7K Buy
+377
New +$12.1K ﹤0.01% 1150

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Venturi Wealth Management's IIIN Position: Q1 2025 in Review

Venturi Wealth Management sold out of Insteel Industries (IIIN) in Q1 2025, closing a stake of 256 shares — an estimated $6.92K sold.

Venturi Wealth Management first reported a position in IIIN in Q3 2024 and held it in 2 quarters. The position peaked at $11.7K in Q3 2024. 162 funds tracked by Wall St. Rank hold IIIN as of Q1 2025.

  • Venturi Wealth Management reported no remaining Insteel Industries position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 256 Insteel Industries shares in Q1 2025, an estimated $6.92K.
  • Venturi Wealth Management first reported a position in Insteel Industries in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Insteel Industries position peaked at $11.7K in Q3 2024.
  • 162 funds tracked by Wall St. Rank held Insteel Industries as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.