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
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -1.61%
0.22%
$3.937M
21,267 shares@ 185.13 avg price
Bill Andrakakos@Aaron Wealth Advisors Llc
Recent Activity
Increased 23.47%
0.45%
$3.828M
20,677 shares@ 185.13 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 150.85%
0.07%
$3.824M
20,657 shares@ 185.13 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Decreased -4.41%
0.83%
$3.78M
20,592 shares@ 183.57 avg price
Jeremi Roux@Hamlin Capital Management, Llc
Recent Activity
New Position
0.1%
$3.752M
20,266 shares@ 185.14 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
Increased 1.26%
0.79%
$3.735M
20,077 shares@ 186.03 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Decreased -0.28%
0.22%
$3.701M
19,992 shares@ 185.14 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Decreased -3.27%
0.36%
$3.652M
19,726 shares@ 185.13 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 0.23%
0.34%
$3.607M
19,485 shares@ 185.14 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Increased 112.8%
1.01%
$3.596M
19,426 shares@ 185.13 avg price