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
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 0.96%
0.03%
$571,132
3,479 shares@ 164.17 avg price
Will Sharp@True North Advisors, Llc
Recent Activity
0.14%
$569,998
3,472 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
Donna M Ryberg@Smith Thornton Advisors Llc
Recent Activity
0.34%
$529,448
3,225 shares@ 164.17 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
Increased 0.13%
0.12%
$521,755
3,177 shares@ 164.23 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
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 0.39%
0.02%
$518,367
3,157 shares@ 164.2 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
0.08%
$516,971
3,149 shares@ 164.17 avg price