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
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 11.21%
0.05%
$842,219
5,130 shares@ 164.18 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 0.04%
0.08%
$823,364
5,015 shares@ 164.19 avg price
Matthew Borland@Culbertson A N & Co Inc
Recent Activity
Increased 0.81%
0.14%
$821,835
5,006 shares@ 164.17 avg price
Mark J. Riley@Transform Wealth, Llc
Recent Activity
Increased 0.87%
0.05%
$747,785
4,555 shares@ 164.17 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 25.79%
0.03%
$717,209
4,313 shares@ 166.3 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 20.5%
0.01%
$627,458
3,822 shares@ 164.18 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 0.96%
0.03%
$571,132
3,479 shares@ 164.17 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 175.7%
0.02%
$551,284
3,358 shares@ 164.18 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
Increased 0.13%
0.12%
$521,755
3,177 shares@ 164.23 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 0.39%
0.02%
$518,367
3,157 shares@ 164.2 avg price