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
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Decreased -0.34%
0.14%
$605,731
3,787 shares@ 159.96 avg price
Peter L. Maltin@Maltin Wealth Management, Inc.
Recent Activity
Decreased -74.47%
0.29%
$582,465
3,548 shares@ 164.17 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Decreased -0.03%
0.03%
$518,285
3,157 shares@ 164.18 avg price
Michael Boyle@American National Bank & Trust
Recent Activity
Decreased -9.66%
0.06%
$460,169
2,803 shares@ 164.18 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Decreased -36.85%
0.07%
$404,921
2,466 shares@ 164.21 avg price
Renee Regel@Bremer Bank National Association
Recent Activity
Decreased -0.04%
0.07%
$331,952
2,022 shares@ 164.18 avg price
David John Marotta@Marotta Asset Management
Recent Activity
Decreased -5.13%
0.07%
$318,169
1,941 shares@ 163.93 avg price
Kelly J Rusch@Steph & Co
Recent Activity
Decreased -0.82%
0.11%
$315,371
1,921 shares@ 164.18 avg price
Laura Flanagan@Oliver Luxxe Assets Llc
Recent Activity
Decreased -10.07%
0.06%
$312,123
1,901 shares@ 164.19 avg price
James Langer@Redmont Wealth Advisors Llc
Recent Activity
Decreased -50.7%
0.52%
$298,476
1,818 shares@ 164.18 avg price