IWD

Ishares Russell 1000 Value E

Latest period2024 - Q4Total superinvestors290

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 290 superinvestors own shares of Ishares Russell 1000 Value E (IWD), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Russell 1000 Value E (IWD), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Russell 1000 Value E (IWD) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Russell 1000 Value E (IWD) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Wayne Bell-Warren@Gainplan Llc
Recent Activity
Exited
0%
$22.715M
130,197 shares@ 174.48 avg price
Michelle Carter@Polianta Ltd
Recent Activity
Exited
0%
$7.383M
38,900 shares@ 189.8 avg price
Gus Pollak@Vantagepoint Investment Advisers Llc
Recent Activity
Exited
0%
$2.335M
12,300 shares@ 189.8 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Exited
0%
$563,000
2,966 shares@ 189.82 avg price
Dennis R. Plyler@Fcg Investment Co
Recent Activity
Exited
0%
$327,405
1,725 shares@ 189.8 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Exited
0%
$269,508
1,413 shares@ 190.74 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Exited
0%
$239,915
1,254 shares@ 191.32 avg price
Ashleigh Swayze@Meridian Financial Partners Llc
Recent Activity
Exited
0%
$211,000
1,111 shares@ 189.92 avg price
DALE R HAJOST@Builder Investment Group Inc Adv
Recent Activity
Exited
0%
$200,239
1,055 shares@ 189.8 avg price
Joanne Burks@Avondale Wealth Management
Recent Activity
Exited
0%
$157,154
828 shares@ 189.8 avg price