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@Accurate Wealth Management, Llc
Recent Activity
Decreased -31.87%
0.16%
$807,708
4,400 shares@ 183.57 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Decreased -11.04%
0.16%
$774,311
4,182 shares@ 185.16 avg price
Keith Sanders@First United Bank & Trust
Recent Activity
Decreased -0.83%
0.28%
$768,660
4,152 shares@ 185.14 avg price
Ashleigh Swayze@Brendel Financial Advisors Llc
Recent Activity
Decreased -0.81%
0.44%
$720,000
3,891 shares@ 185.05 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Decreased -1.18%
0.04%
$634,059
3,425 shares@ 185.13 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
Decreased -1.65%
0.41%
$606,301
3,275 shares@ 185.14 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -0.57%
0.2%
$579,699
3,131 shares@ 185.15 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Decreased -19.89%
0.02%
$484,485
2,617 shares@ 185.13 avg price
Christina Walsh@Alpha Cubed Investments, Llc
Recent Activity
Decreased -0.16%
0.03%
$452,087
2,442 shares@ 185.13 avg price
Laura Flanagan@Oliver Luxxe Assets Llc
Recent Activity
Decreased -13.37%
0.08%
$444,845
2,403 shares@ 185.13 avg price