iShares Russell 2000 ETF (IWM)
| Sector: | NA |
| |
| Super Investor Stats: | |
| Ownership count: | 3 |
| Ownership rank: | 299 |
| % of all portfolios: | 0.036% |
| Hold Price * : | $248.00 |
| History |
Portfolio Manager |
Activity |
Share change |
% change to portfolio ▼ |
| Q1 2026 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.44% |
45 |
0.00 |
| Q4 2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.35% |
141 |
0.00 |
| Q3 2025 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Sell 100.00% |
2,596,668 |
4.24 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.50% |
380 |
0.01 |
| ≡ |
Bill Nygren - Oakmark Funds |
Reduce 31.93% |
250 |
0.00 |
| Q2 2025 |
| ≡ |
Polen Capital Management |
Sell 100.00% |
10,362 |
0.01 |
| Q4 2024 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 27.23% |
321,884 |
0.58 |
| ≡ |
Polen Capital Management |
Reduce 25.21% |
3,374 |
0.00 |
| Q2 2024 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Sell 100.00% |
66,096 |
0.11 |
| Q1 2024 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 90.89% |
659,756 |
1.10 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.11% |
118 |
0.00 |
| Q3 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.09% |
227 |
0.01 |
| ≡ |
Polen Capital Management |
Sell 100.00% |
1,388 |
0.00 |
| ≡ |
First Eagle Investment Management |
Sell 100.00% |
2,500 |
0.00 |
| Q2 2023 |
| ≡ |
Glenn Welling - Engaged Capital |
Sell 100.00% |
29,800 |
0.76 |
| Q1 2023 |
| ≡ |
Polen Capital Management |
Sell 100.00% |
15,902 |
0.01 |
| Q4 2022 |
| ≡ |
Glenn Welling - Engaged Capital |
Reduce 53.92% |
22,000 |
0.64 |
| Q3 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.26% |
23 |
0.00 |
| Q2 2022 |
| ≡ |
Polen Capital Management |
Sell 100.00% |
1,215 |
0.00 |
| Q4 2021 |
| ≡ |
Glenn Welling - Engaged Capital |
Sell 100.00% |
13,400 |
0.21 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 20.22% |
1,568 |
0.05 |
| Q3 2021 |
| ≡ |
Glenn Welling - Engaged Capital |
Reduce 60.93% |
20,900 |
0.33 |
| Q1 2021 |
| ≡ |
Glenn Welling - Engaged Capital |
Reduce 74.80% |
36,500 |
0.59 |
| Q4 2020 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.51% |
160 |
0.01 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.