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
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 102.62%
0.04%
$458,499
2,867 shares@ 159.93 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Increased 4.32%
0.09%
$432,689
2,635 shares@ 164.21 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Increased 42.94%
0.02%
$409,932
2,497 shares@ 164.17 avg price
Tracey A. Baker@Cjm Wealth Advisers, Ltd.
Recent Activity
Increased 0.09%
0.13%
$372,956
2,272 shares@ 164.16 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 13.34%
0.03%
$355,739
2,167 shares@ 164.17 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 3%
0.01%
$344,592
2,099 shares@ 164.17 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
Increased 0.31%
0.08%
$272,708
1,661 shares@ 164.19 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Increased 21.51%
0.01%
$235,584
1,435 shares@ 164.18 avg price
Todd J Smallwood@Sugarloaf Wealth Management, Llc
Recent Activity
Increased 0.36%
0.05%
$233,226
1,421 shares@ 164.13 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 3.42%
0.01%
$208,689
1,271 shares@ 164.2 avg price