Ownership history in INSIGHT 2811, INC. · 82 quarters on record
This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in ISHARES RUSSELL 1000 VALUE ETF (IWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 58,485 | -2,518 | -4.1% | 5.43% | $12.3M | $209.54 |
| 2025 Q3 | ADDED | 61,003 | +200 | +0.3% | 5.54% | $12.4M | $201.84 |
| 2025 Q2 | ADDED | 60,803 | +1,237 | +2.1% | 5.59% | $11.8M | $191.71 |
| 2025 Q1 | REDUCED | 59,566 | -2,805 | -4.5% | 5.68% | $11.2M | $184.90 |
| 2024 Q4 | REDUCED | 62,371 | -1,331 | -2.1% | 5.94% | $11.5M | $181.15 |
| 2024 Q3 | REDUCED | 63,702 | -2,611 | -3.9% | 6.02% | $12.1M | $184.76 |
| 2024 Q2 | REDUCED | 66,313 | -4,997 | -7.0% | 6.01% | $11.6M | $168.92 |
| 2024 Q1 | ADDED | 71,310 | +331 | +0.5% | 6.56% | $12.8M | $172.73 |
| 2023 Q4 | REDUCED | 70,979 | -2,291 | -3.1% | 6.39% | $11.7M | $158.67 |
| 2023 Q3 | REDUCED | 73,270 | -2,015 | -2.7% | 6.32% | $11.1M | $144.92 |
As of 2025 Q4 — sorted by position size