IWM Stock Ownership Activity

ISHARES RUSSELL 2000 ETF 13F holders

3 value investing gurus have made changes to the ISHARES RUSSELL 2000 ETF (IWM) position according to the gurus' latest SEC quarterly report(s). IWM has been bought (as a new position) by 2 guru(s), the number of IWM shares has been increased by 1 super investor(s).

Which gurus or hedge funds are buying IWM now?

According to the latest SEC filing(s) ISHARES RUSSELL 2000 ETF (IWM) has been bought by 3 gurus: Henry Ellenbogen - Durable Capital Partners (added shares +162.31%), Connor Haley - Alta Fox Capital Management (new buy) and David M. Polen - Polen Capital Management (new buy).

To see more about who is investing in ISHARES RUSSELL 2000 ETF (IWM), please go to the IWM ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2023 Q4 (3 results)
David M. Polen
Polen Capital Management
buy
+1,774
+0.01%
0.01%
Connor Haley
Alta Fox Capital Management
buy
+86,700
+11.13%
11.13%
Henry Ellenbogen
Durable Capital Partners
+162.31%
+449,134
+0.71%
1.15%
Current price: $201.90 81.74% AVG reported price*: $1,105.48
2023 Q3 (1 result)
David M. Polen
Polen Capital Management
-100.00%
-1,388
-0.00%
0.00%
Current price: $201.90 7.80% Reported price*: $187.29
2023 Q2 (2 results)
David M. Polen
Polen Capital Management
buy
+1,388
+0.00%
0.00%
Glenn W. Welling
Engaged Capital
-100.00%
-29,800
-0.77%
0.00%
Current price: $201.90 7.80% AVG reported price*: $187.29
2023 Q1 (3 results)
Glenn W. Welling
Engaged Capital
+58.51%
+11,000
+0.28%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-29,752
-0.06%
0.00%
David M. Polen
Polen Capital Management
-100.00%
-15,902
-0.01%
0.00%
Current price: $201.90 13.17% AVG reported price*: $178.40
2022 Q4 (4 results)
Henry Ellenbogen
Durable Capital Partners
buy
+276,718
+0.50%
0.50%
C.T. Fitzpatrick
Vulcan Value Partners
buy
+29,752
+0.07%
0.00%
David M. Polen
Polen Capital Management
+19.34%
+2,577
+0.00%
0.00%
Glenn W. Welling
Engaged Capital
-53.92%
-22,000
-0.65%
0.55%
Current price: $201.90 16.66% AVG reported price*: $173.07
2022 Q3 (2 results)
Glenn W. Welling
Engaged Capital
buy
+40,800
+1.33%
1.33%
David M. Polen
Polen Capital Management
buy
+13,325
+0.01%
0.01%
Current price: $201.90 22.41% AVG reported price*: $164.94
2022 Q2 (2 results)
Henry Ellenbogen
Durable Capital Partners
-100.00%
-489,142
-1.15%
0.00%
David M. Polen
Polen Capital Management
-100.00%
-1,215
-0.00%
0.00%
Current price: $201.90 1.56% AVG reported price*: $205.10
2022 Q1 (4 results)
David M. Polen
Polen Capital Management
buy
+1,215
+0.00%
0.00%
Henry Ellenbogen
Durable Capital Partners
buy
+489,142
+0.88%
0.00%
Fred Martin
Disciplined Growth Investors
-100.00%
-927
-0.00%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-940
-0.00%
0.00%
Current price: $201.90 1.56% AVG reported price*: $205.10
2021 Q4 (3 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+940
+0.00%
0.00%
Fred Martin
Disciplined Growth Investors
buy
+927
+0.00%
0.00%
Glenn W. Welling
Engaged Capital
-100.00%
-13,400
-0.36%
0.00%
Current price: $201.90 9.17% AVG reported price*: $222.28
2021 Q3 (2 results)
Glenn W. Welling
Engaged Capital
-60.93%
-20,900
-0.33%
0.00%
Fred Martin
Disciplined Growth Investors
-100.00%
-927
-0.00%
0.00%
Current price: $201.90 7.69% AVG reported price*: $218.73
2021 Q2 (2 results)
Fred Martin
Disciplined Growth Investors
buy
+927
+0.00%
0.00%
Glenn W. Welling
Engaged Capital
+178.86%
+22,000
+0.39%
0.61%
Current price: $201.90 12.05% AVG reported price*: $229.57
2021 Q1 (1 result)
Glenn W. Welling
Engaged Capital
-74.80%
-36,500
-0.58%
0.20%
Current price: $201.90 8.63% Reported price*: $220.98
2020 Q4 (2 results)
Glenn W. Welling
Engaged Capital
+13.49%
+5,800
+0.09%
0.79%
Donald G. Smith
Donald Smith & Co.
-100.00%
-7,000
-0.05%
0.00%
Current price: $201.90 2.98% AVG reported price*: $196.07
2020 Q3 (2 results)
Donald G. Smith
Donald Smith & Co.
buy
+7,000
+0.05%
0.00%
Glenn W. Welling
Engaged Capital
+168.75%
+27,000
+0.42%
0.67%
Current price: $201.90 34.76% AVG reported price*: $149.82
2020 Q2 (2 results)
Glenn W. Welling
Engaged Capital
buy
+16,000
+0.25%
0.25%
Henry Ellenbogen
Durable Capital Partners
-100.00%
-4,553,535
-6.49%
0.00%
Current price: $201.90 41.00% AVG reported price*: $143.19
2020 Q1 (1 result)
Henry Ellenbogen
Durable Capital Partners
+51.03%
+1,538,521
+3.58%
0.00%
Current price: $201.90 76.39% Reported price*: $114.46
2019 Q4 (1 result)
Henry Ellenbogen
Durable Capital Partners
buy
+3,015,014
+15.56%
15.56%
Current price: $201.90 21.87% Reported price*: $165.67
2018 Q2 (1 result)
Glenn W. Welling
Engaged Capital
-100.00%
-21,000
-0.40%
0.00%
Current price: $201.90 33.00% Reported price*: $151.81
2018 Q1 (2 results)
Glenn W. Welling
Engaged Capital
-16.67%
-4,200
-0.09%
0.00%
C.T. Fitzpatrick
Vulcan Value Partners
-100.00%
-11,300
-0.01%
0.00%
Current price: $201.90 33.00% AVG reported price*: $151.81
2017 Q4 (1 result)
Glenn W. Welling
Engaged Capital
+334.48%
+19,400
+0.38%
0.49%
Current price: $201.90 32.43% Reported price*: $152.46
2017 Q3 (2 results)
C.T. Fitzpatrick
Vulcan Value Partners
buy
+11,300
+0.01%
0.01%
Glenn W. Welling
Engaged Capital
-3.33%
-200
-0.00%
0.11%
Current price: $201.90 36.31% AVG reported price*: $148.12
2017 Q2 (1 result)
Glenn W. Welling
Engaged Capital
-62.90%
-10,172
-0.21%
0.13%
Current price: $201.90 43.19% Reported price*: $141.00
2017 Q1 (1 result)
Glenn W. Welling
Engaged Capital
-47.70%
-14,750
-0.51%
0.56%
Current price: $201.90 46.88% Reported price*: $137.46
2016 Q4 (1 result)
Glenn W. Welling
Engaged Capital
-38.92%
-19,700
-0.87%
1.36%
Current price: $201.90 49.72% Reported price*: $134.86
2016 Q3 (1 result)
Glenn W. Welling
Engaged Capital
+27.93%
+11,053
+0.50%
2.29%
Current price: $201.90 62.54% Reported price*: $124.21
2016 Q2 (1 result)
Glenn W. Welling
Engaged Capital
-30.32%
-17,220
-0.70%
1.60%
Current price: $201.90 75.58% Reported price*: $114.99
2016 Q1 (1 result)
Glenn W. Welling
Engaged Capital
buy
+56,789
+2.12%
2.12%
Current price: $201.90 82.49% Reported price*: $110.64
2015 Q2 (1 result)
Leon Cooperman
Omega Advisors
-100.00%
-158,000
-0.31%
0.00%
Current price: $201.90 62.34% Reported price*: $124.37
50 of 53

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.