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
≡ Henry Ellenbogen - Durable Capital Partners Add 961.85% 930,838 2.37
Q4  2025
≡ David Katz - Matrix Asset Advisors Reduce 1.35% 141 0.00
≡ Henry Ellenbogen - Durable Capital Partners Buy 96,776 0.23
Q3  2025
≡ Bill Nygren - Oakmark Funds Reduce 31.93% 250 0.00
≡ David Katz - Matrix Asset Advisors Reduce 3.50% 380 0.01
≡ Henry Ellenbogen - Durable Capital Partners Sell 100.00% 2,596,668 4.24
Q2  2025
≡ David Katz - Matrix Asset Advisors Add 1.23% 132 0.00
≡ Bill Nygren - Oakmark Funds Add 46.90% 250 0.00
≡ Polen Capital Management Sell 100.00% 10,362 0.01
≡ Henry Ellenbogen - Durable Capital Partners Add 105.54% 1,333,316 2.18
Q1  2025
≡ Bill Nygren - Oakmark Funds Buy 533 0.00
≡ David Katz - Matrix Asset Advisors Add 0.88% 93 0.00
≡ Polen Capital Management Add 3.55% 355 0.00
≡ Henry Ellenbogen - Durable Capital Partners Add 46.90% 403,325 0.72
Q4  2024
≡ Polen Capital Management Reduce 25.21% 3,374 0.00
≡ David Katz - Matrix Asset Advisors Add 0.20% 21 0.00
≡ Henry Ellenbogen - Durable Capital Partners Reduce 27.23% 321,884 0.58
Q3  2024
≡ David Katz - Matrix Asset Advisors Add 0.13% 14 0.00
≡ Polen Capital Management Add 35.33% 3,493 0.00
≡ Henry Ellenbogen - Durable Capital Partners Buy 1,181,911 1.91
Q2  2024
≡ David Katz - Matrix Asset Advisors Add 0.52% 55 0.00
≡ Polen Capital Management Add 96.19% 4,848 0.00
≡ Henry Ellenbogen - Durable Capital Partners Sell 100.00% 66,096 0.11
Q1  2024
≡ David Katz - Matrix Asset Advisors Reduce 1.11% 118 0.00
≡ Polen Capital Management Add 184.10% 3,266 0.00
≡ Henry Ellenbogen - Durable Capital Partners Reduce 90.89% 659,756 1.10
Q4  2023
≡ David Katz - Matrix Asset Advisors Add 0.15% 16 0.00
≡ Polen Capital Management Buy 1,774 0.01
≡ Henry Ellenbogen - Durable Capital Partners Add 162.31% 449,134 0.71
Q3  2023
≡ First Eagle Investment Management Sell 100.00% 2,500 0.00
≡ Polen Capital Management Sell 100.00% 1,388 0.00
≡ David Katz - Matrix Asset Advisors Reduce 2.09% 227 0.01
Q2  2023
≡ First Eagle Investment Management Buy 2,500 0.00
≡ Polen Capital Management Buy 1,388 0.00
≡ David Katz - Matrix Asset Advisors Add 0.91% 98 0.00
≡ Glenn Welling - Engaged Capital Sell 100.00% 29,800 0.76
Q1  2023
≡ David Katz - Matrix Asset Advisors Add 1.79% 189 0.00
≡ Polen Capital Management Sell 100.00% 15,902 0.01
≡ Glenn Welling - Engaged Capital Add 58.51% 11,000 0.28
Q4  2022
≡ Polen Capital Management Add 19.34% 2,577 0.00
≡ David Katz - Matrix Asset Advisors Add 18.97% 1,686 0.04
≡ Glenn Welling - Engaged Capital Reduce 53.92% 22,000 0.64
Q3  2022
≡ David Katz - Matrix Asset Advisors Reduce 0.26% 23 0.00
≡ Polen Capital Management Buy 13,325 0.01
≡ Glenn Welling - Engaged Capital Buy 40,800 1.33
Q2  2022
≡ Polen Capital Management Sell 100.00% 1,215 0.00
≡ David Katz - Matrix Asset Advisors Add 18.88% 1,415 0.04
Q1  2022
≡ Polen Capital Management Buy 1,215 0.00
≡ David Katz - Matrix Asset Advisors Add 21.20% 1,311 0.04
Q4  2021
≡ David Katz - Matrix Asset Advisors Reduce 20.22% 1,568 0.05
≡ Glenn Welling - Engaged Capital Sell 100.00% 13,400 0.21
Q3  2021
≡ David Katz - Matrix Asset Advisors Add 4.15% 309 0.01
≡ Glenn Welling - Engaged Capital Reduce 60.93% 20,900 0.33
Q2  2021
≡ David Katz - Matrix Asset Advisors Add 0.65% 48 0.00
≡ Glenn Welling - Engaged Capital Add 178.86% 22,000 0.39
Q1  2021
≡ David Katz - Matrix Asset Advisors Add 19.02% 1,182 0.04
≡ Glenn Welling - Engaged Capital Reduce 74.80% 36,500 0.59
Q4  2020
≡ David Katz - Matrix Asset Advisors Reduce 2.51% 160 0.01
≡ Glenn Welling - Engaged Capital Add 13.49% 5,800 0.09
Q3  2020
≡ David Katz - Matrix Asset Advisors Add 12.65% 716 0.02
≡ Glenn Welling - Engaged Capital Add 168.75% 27,000 0.42
Q2  2020
≡ David Katz - Matrix Asset Advisors Add 14.03% 696 0.02
≡ Glenn Welling - Engaged Capital Buy 16,000 0.25
Q1  2020
≡ David Katz - Matrix Asset Advisors Buy 4,962 0.13

* "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.