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
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
0.05%
$474,780
2,892 shares@ 164.18 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 102.62%
0.04%
$458,499
2,867 shares@ 159.93 avg price
Michael Boyle@American National Bank & Trust
Recent Activity
Decreased -9.66%
0.06%
$460,169
2,803 shares@ 164.18 avg price
Mary Sigler@Tarbox Family Office, Inc.
Recent Activity
0.08%
$443,173
2,699 shares@ 164.2 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
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Decreased -36.85%
0.07%
$404,921
2,466 shares@ 164.21 avg price
Steven Pardo@Graypoint Llc
Recent Activity
0.03%
$402,545
2,452 shares@ 164.18 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
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
0.06%
$372,311
2,268 shares@ 164.16 avg price