Ownership history in INSIGHT 2811, INC. · 63 quarters on record
This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in ISHARES RUSSELL MIDCAP GROWTH ETF (IWP). 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 | 16,377 | -399 | -2.4% | 0.99% | $2.2M | $136.88 |
| 2025 Q3 | REDUCED | 16,776 | -7 | -0.0% | 1.06% | $2.4M | $142.19 |
| 2025 Q2 | ADDED | 16,783 | +110 | +0.7% | 1.10% | $2.3M | $138.35 |
| 2025 Q1 | REDUCED | 16,673 | -837 | -4.8% | 0.99% | $2.0M | $117.09 |
| 2024 Q4 | REDUCED | 17,510 | -250 | -1.4% | 1.14% | $2.2M | $126.22 |
| 2024 Q3 | REDUCED | 17,760 | -499 | -2.7% | 1.04% | $2.1M | $116.70 |
| 2024 Q2 | REDUCED | 18,259 | -4,080 | -18.3% | 1.05% | $2.0M | $109.64 |
| 2024 Q1 | REDUCED | 22,339 | -48 | -0.2% | 1.31% | $2.5M | $113.29 |
| 2023 Q4 | REDUCED | 22,387 | -393 | -1.7% | 1.27% | $2.3M | $103.58 |
| 2023 Q3 | REDUCED | 22,780 | -1,312 | -5.4% | 1.18% | $2.1M | $90.44 |
As of 2025 Q4 — sorted by position size