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
Christina Duncan@Marion Wealth Management
Recent Activity
Increased 1.31%
2.11%
$7.951M
48,431 shares@ 164.17 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -0.8%
0.07%
$6.843M
41,680 shares@ 164.17 avg price
Justin A. Leveille@Corundum Group, Inc.
Recent Activity
Decreased -3.88%
2.52%
$6.734M
41,021 shares@ 164.18 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -18.55%
0.09%
$5.674M
34,564 shares@ 164.18 avg price
William Oldfather@Oldfather Financial Services, Llc
Recent Activity
Increased 0.09%
2.12%
$5.561M
33,872 shares@ 164.17 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -1.67%
0.19%
$5.493M
33,462 shares@ 164.18 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 1.46%
0.49%
$5.293M
32,243 shares@ 164.18 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