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
John Chandler@City Holding Co
Recent Activity
Increased 3.47%
0.54%
$3.751M
22,850 shares@ 164.17 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 8.39%
0.01%
$3.456M
21,050 shares@ 164.19 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 3.84%
0.07%
$2.38M
14,498 shares@ 164.18 avg price
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Increased 0.18%
0.95%
$1.922M
11,708 shares@ 164.18 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 77.69%
0.02%
$1.793M
10,922 shares@ 164.17 avg price
David J. Middleton@Murphy, Middleton, Hinkle & Parker, Inc.
Recent Activity
Increased 39.55%
0.76%
$1.343M
8,183 shares@ 164.18 avg price
David Greenleigh@Luts & Greenleigh Group, Inc
Recent Activity
Increased 1.51%
1.21%
$1.217M
7,414 shares@ 164.17 avg price
David Christopher Benfer@Veery Capital, Llc
Recent Activity
Increased 1.76%
0.47%
$1.217M
7,413 shares@ 164.17 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 334.44%
0.02%
$1.031M
6,282 shares@ 164.17 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 319.6%
0.04%
$942,369
5,740 shares@ 164.18 avg price