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iShares Russell 2000 ETF

IWM

iShares Russell 2000 ETF

iShares Russell 2000 ETF 13F Holders

IWM Stock Ownership Activity

# of activities:
3
AVG reported price*:
$207.11
Current price*:
+42.30%($294.71)
3 value investing gurus have made changes to the iShares Russell 2000 ETF (IWM) position according to the gurus' 2024 Q1 SEC quarterly report(s). IWM has been completely sold out by 1 guru(s), the number of IWM shares has been increased by 1, decreased by 1 super investor(s).

Which gurus or hedge funds bought IWM in 2024 Q1?

According to the 2024 Q1 SEC filing(s) iShares Russell 2000 ETF (IWM) has been bought by Polen Capital Management (added shares +184.10%).
To see more about who is investing in iShares Russell 2000 ETF (IWM), please go to the IWM ownership page.
3 results
History Name Company % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		% of
portfolio 		Held since* Held for*
David M. Polen
Polen Capital Management
+184.10%
+3,266
5,040
+0%
0.00%
2023 Q4
≈ 0.50 years
Henry Ellenbogen
Durable Capital Partners
-90.89%
-659,756
66,096
-1.1%
0.11%
2022 Q4
≈ 1.50 years
Connor Haley
Alta Fox Capital Management
-100%
-86,700
0
-11.13%
0.00%
2023 Q4
≈ 0.25 years
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* AVG reported price: weighted average based on position sizes. Larger holdings have proportionally more influence on the average. This doesn't represent the actual buy or sell price. It is the split-adjusted average price of the securities as of the last day of the reported period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.