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
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Decreased -49.3%
0.17%
$3.743M
22,797 shares@ 164.19 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Decreased -0.17%
1.17%
$3.414M
20,793 shares@ 164.18 avg price
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
Decreased -10.19%
1.05%
$3.262M
19,869 shares@ 164.18 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -1.86%
0.04%
$2.364M
14,401 shares@ 164.17 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Decreased -26.48%
0.1%
$1.722M
10,491 shares@ 164.17 avg price
Jane Michener@Relyea Zuckerberg Hanson Llc
Recent Activity
Decreased -6.02%
0.21%
$1.49M
9,073 shares@ 164.18 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -36.64%
0.03%
$1.413M
8,606 shares@ 164.17 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Decreased -3.4%
0.24%
$1.263M
7,694 shares@ 164.22 avg price
Marcus L. Ware@Harbour Capital Advisors, Llc
Recent Activity
Decreased -1.54%
0.29%
$1.264M
7,625 shares@ 165.72 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -47.08%
0.04%
$1.236M
7,527 shares@ 164.18 avg price