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
Aryn Sands@Moulton Wealth Management, Inc
Recent Activity
New Position
0.27%
$341,750
1,846 shares@ 185.14 avg price
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
New Position
0.05%
$339,478
1,834 shares@ 185.11 avg price
Scott Kapusta@First County Bank Ct
Recent Activity
New Position
0.18%
$321,571
1,737 shares@ 185.14 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
New Position
0.05%
$310,833
1,679 shares@ 185.13 avg price
Alison Gould@Persium Advisors, Llc
Recent Activity
New Position
0.3%
$294,727
1,592 shares@ 185.14 avg price
Ashleigh Swayze@Granite Bay Wealth Management, Llc
Recent Activity
New Position
0.11%
$294,000
1,586 shares@ 185.38 avg price
Barbara Olson@Baker Tilly Wealth Management, Llc
Recent Activity
New Position
0.12%
$290,099
1,567 shares@ 185.14 avg price
Jorge Paganin@Abacus Wealth Partners, Llc
Recent Activity
New Position
0.04%
$236,781
1,279 shares@ 185.13 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.22%
$224,573
1,213 shares@ 185.14 avg price
Colleen O'Donnell@Pines Wealth Management, Llc
Recent Activity
New Position
0.1%
$221,202
1,205 shares@ 183.58 avg price