Ishares Russell 1000 Value E (IWD)
| Sector: | NA |
| |
| Super Investor Stats: | |
| Ownership count: | 4 |
| Ownership rank: | 207 |
| % of all portfolios: | 0.002% |
| Hold Price * : | $248.05 |
| History |
Portfolio Manager |
Activity ▲ |
Share change |
% change to portfolio |
| Q3 2026 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.18% |
74 |
0.00 |
| Q2 2026 |
| ≡ |
John Rogers - Ariel Investments |
Buy |
895 |
0.00 |
| ≡ |
Vulcan Value Partners |
Buy |
7,011 |
0.05 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.65% |
41 |
0.00 |
| ≡ |
Arnold Van Den Berg - Century Management |
Sell 100.00% |
247 |
0.01 |
| Q1 2026 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.02% |
1 |
0.00 |
| ≡ |
Mairs & Power Funds |
Add 30.58% |
600 |
0.00 |
| ≡ |
Arnold Van Den Berg - Century Management |
Reduce 80.33% |
1,009 |
0.04 |
| ≡ |
John Rogers - Ariel Investments |
Sell 100.00% |
668 |
0.00 |
| ≡ |
Vulcan Value Partners |
Sell 100.00% |
2,748 |
0.01 |
| Q4 2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.53% |
33 |
0.00 |
| ≡ |
John Rogers - Ariel Investments |
Buy |
668 |
0.00 |
| ≡ |
Vulcan Value Partners |
Buy |
2,748 |
0.01 |
| ≡ |
Arnold Van Den Berg - Century Management |
Buy |
1,256 |
0.06 |
| ≡ |
Mairs & Power Funds |
Reduce 85.87% |
11,924 |
0.00 |
| Q3 2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 1.16% |
72 |
0.00 |
| ≡ |
Mairs & Power Funds |
Buy |
13,886 |
0.01 |
| Q2 2025 |
| ≡ |
Dodge & Cox Funds |
Sell 100.00% |
17,100 |
0.00 |
| Q1 2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 6.49% |
430 |
0.01 |
| ≡ |
Vulcan Value Partners |
Sell 100.00% |
3,336 |
0.01 |
| ≡ |
Bill Nygren - Oakmark Funds |
Sell 100.00% |
59,610 |
0.02 |
| Q4 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.39% |
26 |
0.00 |
| ≡ |
Dodge & Cox Funds |
Buy |
17,100 |
0.00 |
| ≡ |
Vulcan Value Partners |
Buy |
3,336 |
0.01 |
| ≡ |
Bill Nygren - Oakmark Funds |
Buy |
59,610 |
0.02 |
| Q3 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 14.14% |
818 |
0.02 |
| Q2 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 20.54% |
986 |
0.02 |
| Q1 2024 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 33.82% |
1,213 |
0.03 |
| Q4 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 15.75% |
488 |
0.01 |
| Q3 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 27.74% |
673 |
0.02 |
| Q2 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 56.21% |
873 |
0.02 |
| Q1 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 24.58% |
506 |
0.01 |
| Q4 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Buy |
2,059 |
0.05 |
| Q3 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Sell 100.00% |
3,514 |
0.08 |
| Q2 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 168.45% |
2,205 |
0.05 |
| Q1 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Buy |
1,309 |
0.03 |
| Q1 2020 |
| ≡ |
Torray Funds |
Sell 100.00% |
2,774 |
0.07 |
| Q4 2019 |
| ≡ |
Torray Funds |
Buy |
2,774 |
0.07 |
* "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.