IWD Stock Ownership Activity

ISHARES RUSSELL 1000 VALUE E 13F holders

1 value investing guru has made changes to the ISHARES RUSSELL 1000 VALUE E (IWD) position according to the gurus' latest SEC quarterly report(s). The number of IWD shares has been increased by 1 super investor(s).

Which gurus or hedge funds are buying IWD now?

According to the latest SEC filing(s) ISHARES RUSSELL 1000 VALUE E (IWD) has been bought by Ravenel Boykin Curry IV - Eagle Capital Management (added shares +919.51%).

To see more about who is investing in ISHARES RUSSELL 1000 VALUE E (IWD), please go to the IWD ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2023 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
+919.51%
+21,397
+0.02%
0.02%
Current price: $173.12 99.90% Reported price*: $165,250.00
2023 Q3 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-58.84%
-3,326
-0.00%
0.00%
Current price: $173.12 14.03% Reported price*: $151.82
2023 Q2 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+5,653
+0.00%
0.00%
Donald G. Smith
Donald Smith & Co.
+15.38%
+2,000
+0.01%
0.08%
Current price: $173.12 9.69% AVG reported price*: $157.83
2023 Q1 (2 results)
Donald G. Smith
Donald Smith & Co.
buy
+13,000
+0.07%
0.07%
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-226,407
-0.16%
0.00%
Current price: $173.12 13.70% AVG reported price*: $152.26
2022 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
+660.14%
+196,622
+0.14%
0.00%
Current price: $173.12 14.16% Reported price*: $151.65
2022 Q3 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+50.31%
+5,582
+0.01%
0.01%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-13,164
-0.02%
0.00%
Current price: $173.12 27.31% AVG reported price*: $135.98
2022 Q2 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+19,816
+0.01%
0.01%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+13,164
+0.02%
0.00%
Current price: $173.12 19.42% AVG reported price*: $144.96
2022 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-47,428
-0.03%
0.00%
Current price: $173.12 3.09% Reported price*: $167.93
2021 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+47,428
+0.03%
0.00%
Current price: $173.12 3.09% Reported price*: $167.93
2021 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-70,966
-0.03%
0.00%
Current price: $173.12 26.62% Reported price*: $136.73
2020 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+70,966
+0.03%
0.00%
Current price: $173.12 26.62% Reported price*: $136.73
2020 Q2 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-66,365
-0.02%
0.00%
Current price: $173.12 74.55% Reported price*: $99.18
2020 Q1 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+266.94%
+48,279
+0.02%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-15,632
-0.02%
0.00%
Current price: $173.12 74.55% AVG reported price*: $99.18
2019 Q4 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+15,632
+0.02%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+18,086
+0.01%
0.01%
Current price: $173.12 26.87% AVG reported price*: $136.46
2019 Q1 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-30,490
-0.03%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-73,828
-0.03%
0.00%
Current price: $173.12 55.89% AVG reported price*: $111.05
2018 Q4 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+30,490
+0.03%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+73,828
+0.03%
0.00%
Current price: $173.12 55.89% AVG reported price*: $111.05
2018 Q1 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-12,903
-0.01%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-36,200
-0.02%
0.00%
Current price: $173.12 39.25% AVG reported price*: $124.32
2017 Q4 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+12,903
+0.01%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
+318.50%
+27,550
+0.01%
0.00%
Current price: $173.12 39.25% AVG reported price*: $124.32
2017 Q3 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+8,650
+0.00%
0.00%
Current price: $173.12 46.10% Reported price*: $118.50
2017 Q1 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-3,203
-0.00%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-46,600
-0.02%
0.00%
Current price: $173.12 54.49% AVG reported price*: $112.06
2016 Q4 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+3,203
+0.00%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+46,600
+0.02%
0.00%
Current price: $173.12 54.49% AVG reported price*: $112.06
2016 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-55,574
-0.03%
0.00%
Current price: $173.12 76.91% Reported price*: $97.86
2015 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
+126.89%
+31,080
+0.02%
0.00%
Current price: $173.12 76.91% Reported price*: $97.86
2015 Q3 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+33,100
+0.01%
0.01%
Current price: $173.12 85.57% Reported price*: $93.29
2014 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-7,488
-0.00%
0.00%
Current price: $173.12 83.91% Reported price*: $94.13
2013 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+7,488
+0.00%
0.00%
Current price: $173.12 83.91% Reported price*: $94.13
38 of 38

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.