Ownership history in INSIGHT 2811, INC. · 83 quarters on record
This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in ISHARES RUSSELL 1000 GROWTH INDEX ETF (IWF). 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 | 6,784 | -284 | -4.0% | 1.42% | $3.2M | $472.88 |
| 2025 Q3 | REDUCED | 7,068 | -26 | -0.4% | 1.48% | $3.3M | $467.53 |
| 2025 Q2 | REDUCED | 7,094 | -161 | -2.2% | 1.43% | $3.0M | $423.39 |
| 2025 Q1 | REDUCED | 7,255 | -381 | -5.0% | 1.33% | $2.6M | $359.72 |
| 2024 Q4 | REDUCED | 7,636 | -348 | -4.4% | 1.58% | $3.1M | $399.63 |
| 2024 Q3 | REDUCED | 7,984 | -197 | -2.4% | 1.49% | $3.0M | $373.18 |
| 2024 Q2 | REDUCED | 8,181 | -2,063 | -20.1% | 1.55% | $3.0M | $361.83 |
| 2024 Q1 | REDUCED | 10,244 | -100 | -1.0% | 1.77% | $3.5M | $334.19 |
| 2023 Q4 | REDUCED | 10,344 | -14,200 | -57.9% | 1.71% | $3.1M | $300.20 |
| 2023 Q3 | REDUCED | 24,544 | -4,269 | -14.8% | 3.71% | $6.5M | $262.86 |
As of 2025 Q4 — sorted by position size