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
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Exited
0%
$905,000
150,960 shares@ 6.0 avg price
Fred Beerwart@Smi Advisory Services, Llc
Recent Activity
Exited
0%
$10.806M
65,470 shares@ 165.06 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Exited
0%
$1.243M
7,451 shares@ 166.83 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Exited
0%
$344,096
2,070 shares@ 166.23 avg price
Dennis R. Plyler@Fcg Investment Co
Recent Activity
Exited
0%
$271,416
1,627 shares@ 166.82 avg price
Aryn Sands@Foresight Capital Management Advisors, Inc.
Recent Activity
Exited
0%
$255,000
1,528 shares@ 166.89 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Exited
0%
$249,139
1,491 shares@ 167.1 avg price
Catherine Dunnam@Planned Solutions, Inc.
Recent Activity
Exited
0%
$152,307
913 shares@ 166.83 avg price
Tina Armada-Eynard@Aspire Private Capital, Llc
Recent Activity
Exited
0%
$73,401
440 shares@ 166.83 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
Exited
0%
$24,356
146 shares@ 166.83 avg price