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
Carmen Laster@Regent Peak Wealth Advisors Llc
Recent Activity
Increased 88.32%
0.2%
$1.742M
9,412 shares@ 185.14 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Increased 7.11%
0.04%
$1.663M
8,981 shares@ 185.14 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Increased 88.14%
0.12%
$1.62M
8,752 shares@ 185.13 avg price
Andrew Hass@Rf&l Wealth Management, Llc
Recent Activity
Increased 2.37%
1.13%
$1.588M
8,580 shares@ 185.14 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Increased 2.31%
1.23%
$1.507M
8,139 shares@ 185.14 avg price
David Greenleigh@Luts & Greenleigh Group, Inc
Recent Activity
Increased 1.44%
1.49%
$1.503M
8,118 shares@ 185.13 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 2.23%
0.12%
$1.465M
7,912 shares@ 185.13 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 1%
0.06%
$1.405M
7,589 shares@ 185.14 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 8.85%
0.12%
$1.382M
7,467 shares@ 185.15 avg price
Ryan Williamson@Horizon Wealth Management, Llc
Recent Activity
Increased 16.8%
0.24%
$1.34M
7,239 shares@ 185.13 avg price