Investment Insight Wealth Management, LLC IBOT β€” VANECK ETF TRUST

Ownership history in Investment Insight Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Investment Insight Wealth Management, LLC reported VANECK ETF TRUST (IBOT) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.4% in 2026 Q2. The latest visible filing shows IBOT at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investment Insight Wealth Management, LLC's position in VANECK ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IBOT was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Investment Insight Wealth Management, LLC held IBOT β€” position size vs. price
% of Fund (quarterly)    IBOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 6,694 β€” β€” 0.40% $460K 2026-07-27 $63.70

FAQ About Investment Insight Wealth Management, LLC and IBOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Investment Insight Wealth Management, LLC reported owning IBOT?

Investment Insight Wealth Management, LLC reported IBOT across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported IBOT position in Investment Insight Wealth Management, LLC's portfolio?

The largest reported portfolio weight for IBOT was 0.40% in 2026 Q2.

What is the latest reported IBOT position on this page?

The most recent filing on this page is 2026 Q2, when Investment Insight Wealth Management, LLC reported 6,694 shares, equal to 0.40% of portfolio, with an estimated market value of $460K.

What does the chart on this IBOT ownership page compare?

The chart compares Investment Insight Wealth Management, LLC's quarterly IBOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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