IWN

Ishares Russell 2000 Value E

Latest period2024 - Q4Total superinvestors167

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, 167 superinvestors own shares of Ishares Russell 2000 Value E (IWN), 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 2000 Value E (IWN), 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 2000 Value E (IWN) 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 2000 Value E (IWN) 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
Bryan Buchert@Kera Capital Partners, Inc.
Recent Activity
New Position
2.49%
$8.645M
52,662 shares@ 164.17 avg price
David Block@Sanders Morris Harris Llc
Recent Activity
New Position
0.78%
$5.18M
31,555 shares@ 164.17 avg price
Mark T Williams@Investrust
Recent Activity
New Position
1.28%
$4.586M
28,015 shares@ 163.71 avg price
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
0.71%
$2.93M
17,951 shares@ 163.21 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
1.44%
$2.763M
16,605 shares@ 166.39 avg price
JULIET CRANK@First Financial Bank - Trust Division
Recent Activity
New Position
0.07%
$712,170
4,338 shares@ 164.18 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
New Position
0.02%
$207,165
1,262 shares@ 164.16 avg price
Ashleigh Swayze@Meridian Financial Partners Llc
Recent Activity
New Position
0.11%
$205,000
1,246 shares@ 164.53 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
New Position
0.01%
$201,952
1,230 shares@ 164.19 avg price
Todd Chyba@Trust Co
Recent Activity
New Position
0.01%
$75,518
460 shares@ 164.17 avg price