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
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Decreased -8.7%
0.07%
$436,797
2,359 shares@ 185.17 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -1.96%
0.02%
$397,289
2,146 shares@ 185.14 avg price
Matthew Heller@Willner & Heller, Llc
Recent Activity
Decreased -1.7%
0.34%
$384,022
2,074 shares@ 185.17 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Decreased -0.24%
0.04%
$380,187
2,054 shares@ 185.1 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
Decreased -0.44%
0.1%
$375,999
2,031 shares@ 185.13 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Decreased -3.39%
0.03%
$368,387
1,990 shares@ 185.12 avg price
Daniel Cesta@Pinnacle Wealth Management Group, Inc.
Recent Activity
Decreased -42.42%
0.22%
$342,120
1,848 shares@ 185.13 avg price
John DIce@Lafleur & Godfrey Llc
Recent Activity
Decreased -2.09%
0.05%
$329,347
1,779 shares@ 185.14 avg price
Thomas Curtis@Wealth Management Partners, Llc
Recent Activity
Decreased -2.06%
0.14%
$324,163
1,751 shares@ 185.14 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
Decreased -6.62%
0.11%
$320,937
1,734 shares@ 185.09 avg price