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
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Increased 0.53%
0.04%
$248,365
1,342 shares@ 185.08 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 9.49%
0.12%
$250,957
1,339 shares@ 187.43 avg price
Joshua Ryan Standeven@Selective Wealth Management, Inc.
Recent Activity
Increased 10.34%
0.11%
$247,285
1,324 shares@ 186.78 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 55.63%
0.04%
$235,721
1,273 shares@ 185.17 avg price
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Increased 0.57%
0.1%
$234,257
1,256 shares@ 186.52 avg price
Jonathan Straus@Commons Capital, Llc
Recent Activity
Increased 0.09%
0.21%
$223,343
1,206 shares@ 185.2 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Increased 0.09%
0.03%
$207,185
1,119 shares@ 185.16 avg price
Laura West@West Financial Advisors, Llc
Recent Activity
Increased 204.85%
0.04%
$198,090
1,070 shares@ 185.14 avg price
Jacqueline Kruger@First Pacific Financial
Recent Activity
Increased 0.52%
0.03%
$107,606
581 shares@ 185.21 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 0.41%
0.03%
$45,611
246 shares@ 185.42 avg price