IWM Stock Ownership Activity

ISHARES RUSSELL 2000 ETF 13F holders

2 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 1 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 2 gurus: Henry Ellenbogen - Durable Capital Partners (new buy) and David M. Polen - Polen Capital Management (added shares +35.33%).

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

2024 Q3 (2 results)
Henry Ellenbogen
buy
+1,181,911
+1.91%
1.91%
David M. Polen
+35.33%
+2,235
+0.00%
0.00%
Current price: $228.48 3.43% AVG reported price*: $220.90
2024 Q2 (2 results)
David M. Polen
+96.19%
+4,848
+0.00%
0.01%
Henry Ellenbogen
-100.00%
-66,096
-0.11%
0.00%
Current price: $228.48 12.62% AVG reported price*: $202.89
2024 Q1 (3 results)
David M. Polen
+184.10%
+3,266
+0.00%
0.00%
Henry Ellenbogen
-90.89%
-659,756
-1.07%
0.00%
Connor Haley
-100.00%
-86,700
-13.30%
0.00%
Current price: $228.48 8.64% AVG reported price*: $210.31
2023 Q4 (3 results)
David M. Polen
buy
+1,774
+0.01%
0.01%
Connor Haley
buy
+86,700
+11.13%
0.00%
Henry Ellenbogen
+162.31%
+375,026
+0.71%
0.96%
Current price: $228.48 85.33% AVG reported price*: $1,557.86
2023 Q3 (1 result)
David M. Polen
-100.00%
-1,388
-0.00%
0.00%
Current price: $228.48 21.99% Reported price*: $187.29
2023 Q2 (2 results)
David M. Polen
buy
+1,388
+0.00%
0.00%
Glenn W. Welling
-100.00%
-29,800
-0.77%
0.00%
Current price: $228.48 24.96% AVG reported price*: $182.85
2023 Q1 (3 results)
Glenn W. Welling
+58.51%
+11,000
+0.28%
0.00%
C.T. Fitzpatrick
-100.00%
-26,776
-0.06%
0.00%
David M. Polen
-100.00%
-10,256
-0.01%
0.00%
Current price: $228.48 31.32% AVG reported price*: $173.99
2022 Q4 (4 results)
Henry Ellenbogen
buy
+276,718
+0.50%
0.50%
C.T. Fitzpatrick
buy
+26,776
+0.07%
0.00%
David M. Polen
+19.34%
+1,662
+0.00%
0.00%
Glenn W. Welling
-53.92%
-22,000
-0.65%
0.55%
Current price: $228.48 31.04% AVG reported price*: $174.36
2022 Q3 (2 results)
David M. Polen
buy
+10,193
+0.01%
0.00%
Glenn W. Welling
buy
+23,664
+1.33%
0.77%
Current price: $228.48 38.52% AVG reported price*: $164.94
2022 Q2 (2 results)
Henry Ellenbogen
-100.00%
-489,142
-1.15%
0.00%
David M. Polen
-100.00%
-1,087
-0.00%
0.00%
Current price: $228.48 11.38% AVG reported price*: $205.14
2022 Q1 (4 results)
David M. Polen
buy
+1,087
+0.00%
0.00%
Henry Ellenbogen
buy
+489,142
+0.88%
0.00%
Fred Martin
-100.00%
-927
-0.00%
0.00%
C.T. Fitzpatrick
-100.00%
-940
-0.00%
0.00%
Current price: $228.48 6.91% AVG reported price*: $213.71
2021 Q4 (3 results)
Fred Martin
buy
+927
+0.00%
0.00%
C.T. Fitzpatrick
buy
+940
+0.00%
0.00%
Glenn W. Welling
-100.00%
-7,370
-0.36%
0.00%
Current price: $228.48 3.34% AVG reported price*: $221.10
2021 Q3 (2 results)
Glenn W. Welling
-60.93%
-11,495
-0.33%
0.00%
Fred Martin
-100.00%
-927
-0.00%
0.00%
Current price: $228.48 1.89% AVG reported price*: $224.25
2021 Q2 (2 results)
Fred Martin
buy
+927
+0.00%
0.00%
Glenn W. Welling
+178.86%
+13,090
+0.39%
0.36%
Current price: $228.48 0.39% AVG reported price*: $229.36
2021 Q1 (1 result)
Glenn W. Welling
-74.80%
-36,500
-0.58%
0.20%
Current price: $228.48 3.40% Reported price*: $220.98
2020 Q4 (2 results)
Glenn W. Welling
+13.49%
+3,973
+0.09%
0.54%
Donald G. Smith
-100.00%
-7,000
-0.05%
0.00%
Current price: $228.48 16.53% AVG reported price*: $196.07
2020 Q3 (2 results)
Donald G. Smith
buy
+7,000
+0.05%
0.00%
Glenn W. Welling
+168.75%
+27,000
+0.42%
0.67%
Current price: $228.48 52.53% AVG reported price*: $149.79
2020 Q2 (2 results)
Glenn W. Welling
buy
+12,640
+0.25%
0.19%
Henry Ellenbogen
-100.00%
-4,553,535
-6.49%
0.00%
Current price: $228.48 59.57% AVG reported price*: $143.19
2020 Q1 (1 result)
Henry Ellenbogen
+51.03%
+1,538,521
+3.58%
0.00%
Current price: $228.48 99.62% Reported price*: $114.46
2019 Q4 (1 result)
Henry Ellenbogen
buy
+3,015,014
+15.56%
15.56%
Current price: $228.48 37.91% Reported price*: $165.67
2018 Q2 (1 result)
Glenn W. Welling
-100.00%
-21,000
-0.40%
0.00%
Current price: $228.48 50.50% Reported price*: $151.81
2018 Q1 (2 results)
Glenn W. Welling
-16.67%
-4,200
-0.09%
0.00%
C.T. Fitzpatrick
-100.00%
-7,119
-0.01%
0.00%
Current price: $228.48 50.17% AVG reported price*: $152.14
2017 Q4 (1 result)
Glenn W. Welling
+334.48%
+19,400
+0.38%
0.49%
Current price: $228.48 49.86% Reported price*: $152.46
2017 Q3 (2 results)
C.T. Fitzpatrick
buy
+11,300
+0.01%
0.01%
Glenn W. Welling
-3.33%
-193
-0.00%
0.10%
Current price: $228.48 54.25% AVG reported price*: $148.12
50 of 56

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.