iShares Russell 2000 ETF (IWM)
| Sector: | NA |
| Super Investor Stats: | |
| Ownership count: | 2 |
| Ownership rank: | 367 |
| % of all portfolios: | 0.003% |
| Hold Price * : | $210.31 |
| History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
| Q1 2024 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 1.11% | 118 | 0.00 | |
| Q3 2023 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 2.09% | 227 | 0.01 | |
| ≡ | First Eagle Investment Management | Sell 100.00% | 2,500 | 0.00 | |
| ≡ | Polen Capital Management | Sell 100.00% | 1,388 | 0.00 | |
| Q2 2023 | |||||
| ≡ | Glenn Welling - Engaged Capital | Sell 100.00% | 29,800 | 0.76 | |
| Q1 2023 | |||||
| ≡ | Polen Capital Management | Sell 100.00% | 15,902 | 0.01 | |
| Q4 2022 | |||||
| ≡ | Glenn Welling - Engaged Capital | Reduce 53.92% | 22,000 | 0.64 | |
| Q3 2022 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 0.26% | 23 | 0.00 | |
| Q2 2022 | |||||
| ≡ | Polen Capital Management | Sell 100.00% | 1,215 | 0.00 | |
| Q4 2021 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 20.22% | 1,568 | 0.05 | |
| ≡ | Glenn Welling - Engaged Capital | Sell 100.00% | 13,400 | 0.21 | |
| Q3 2021 | |||||
| ≡ | Glenn Welling - Engaged Capital | Reduce 60.93% | 20,900 | 0.33 | |
| Q1 2021 | |||||
| ≡ | Glenn Welling - Engaged Capital | Reduce 74.80% | 36,500 | 0.59 | |
| Q4 2020 | |||||
| ≡ | David Katz - Matrix Asset Advisors | Reduce 2.51% | 160 | 0.01 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.