IWS — ISHARES RUSSELL MIDCAP ETF

Ownership history in INSIGHT 2811, INC.  ·  62 quarters on record

This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in ISHARES RUSSELL MIDCAP ETF (IWS). 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.

Peak position
7.43% (2016 Q4)
Avg. % of fund
1.85%
First filed
2005 Q2
Last filed
2025 Q4
Quarters held
62
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 10,015 -232 -2.3% 0.62% $1.4M $140.61
2025 Q3 REDUCED 10,247 -1 -0.0% 0.64% $1.4M $138.60
2025 Q2 ADDED 10,248 +33 +0.3% 0.64% $1.4M $130.60
2025 Q1 REDUCED 10,215 -161 -1.6% 0.65% $1.3M $124.02
58 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWS price (monthly, adj. close)

Other funds also holding IWS

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 10.27% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 9.75% LPWM LLC 3Y 8.24% First Citizens Asset Management, Inc. 3Y 7.68% Cedar Mountain Advisors, LLC 3Y 6.91% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 6.71% Bishop & Co Investment Management, LLC 3Y 7Y 6.53% Aldebaran Capital, LLC 3Y 5.08% Processus Wealth & Capital Management, LLC 4.27% LWM ADVISORS INC 4.24%
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