IWD Stock Ownership Activity

ISHARES RUSSELL 1000 VALUE E 13F holders

3 value investing gurus have made changes to the ISHARES RUSSELL 1000 VALUE E (IWD) position according to the gurus' latest SEC quarterly report(s). IWD has been bought (as a new position) by 1, completely sold out by 1 guru(s), the number of IWD shares has been decreased 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 (new buy).

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
2025 Q1 (2 results)
Donald G. Smith
Donald Smith & Co.
-8.43%
-1,500
-0.01%
0.08%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-3,336
-0.01%
0.00%
Current price: $188.95 0.42% AVG reported price*: $188.16
2024 Q4 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+3,336
+0.01%
0.00%
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+134,108
+0.09%
0.09%
Current price: $188.95 2.06% AVG reported price*: $185.13
2024 Q2 (1 result)
Donald G. Smith
Donald Smith & Co.
+18.67%
+2,800
+0.01%
0.08%
Current price: $188.95 8.30% Reported price*: $174.47
2024 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-23,724
-0.02%
0.00%
Current price: $188.95 14.34% Reported price*: $165.25
2023 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
+919.51%
+21,397
+0.02%
0.00%
Current price: $188.95 14.34% Reported price*: $165.25
2023 Q3 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-58.84%
-3,326
-0.00%
0.00%
Current price: $188.95 24.46% 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: $188.95 19.72% 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: $188.95 24.10% 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: $188.95 24.60% Reported price*: $151.65
2022 Q3 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
+50.31%
+9,969
+0.01%
0.02%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-13,164
-0.02%
0.00%
Current price: $188.95 38.96% AVG reported price*: $135.97
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: $188.95 30.32% AVG reported price*: $144.98
2022 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-60,419
-0.03%
0.00%
Current price: $188.95 12.52% Reported price*: $167.93
2021 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+60,419
+0.03%
0.00%
Current price: $188.95 12.52% 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: $188.95 38.19% Reported price*: $136.73
2020 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+70,966
+0.03%
0.00%
Current price: $188.95 38.19% 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: $188.95 90.51% 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: $188.95 60.38% AVG reported price*: $117.81
2019 Q4 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+18,086
+0.01%
0.01%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+15,632
+0.02%
0.00%
Current price: $188.95 38.47% 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: $188.95 70.14% AVG reported price*: $111.05
2018 Q4 (2 results)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+73,828
+0.03%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+30,490
+0.03%
0.00%
Current price: $188.95 70.14% 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: $188.95 51.98% 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: $188.95 51.98% 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: $188.95 59.46% 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: $188.95 68.61% 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: $188.95 68.61% AVG reported price*: $112.06
2016 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-75,100
-0.03%
0.00%
Current price: $188.95 93.09% Reported price*: $97.86
2015 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
+126.89%
+42,000
+0.02%
0.00%
Current price: $188.95 93.09% Reported price*: $97.86
2015 Q3 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+33,100
+0.01%
0.01%
Current price: $188.95 102.53% Reported price*: $93.29
2014 Q1 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
-100.00%
-10,400
-0.00%
0.00%
Current price: $188.95 100.72% Reported price*: $94.13
2013 Q4 (1 result)
Ravenel Boykin Curry IV
Eagle Capital Management
buy
+10,400
+0.00%
0.00%
Current price: $188.95 100.72% Reported price*: $94.13
44 of 44

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.