iShares Russell 2000 ETF (IWM)
| Sector: | NA |
| |
| Super Investor Stats: | |
| Ownership count: | 2 |
| Ownership rank: | 347 |
| % of all portfolios: | 0.003% |
| Hold Price * : | $220.92 |
| History |
Portfolio Manager |
Activity ▼ |
Share change |
% change to portfolio |
| Q3 2024 |
| ≡ |
Polen Capital Management |
Add 35.33% |
3,493 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.13% |
14 |
0.00 |
| Q2 2024 |
| ≡ |
Polen Capital Management |
Add 96.19% |
4,848 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.52% |
55 |
0.00 |
| Q1 2024 |
| ≡ |
Polen Capital Management |
Add 184.10% |
3,266 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.11% |
118 |
0.00 |
| Q4 2023 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.15% |
16 |
0.00 |
| ≡ |
Polen Capital Management |
Buy |
1,774 |
0.01 |
| 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 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.91% |
98 |
0.00 |
| ≡ |
First Eagle Investment Management |
Buy |
2,500 |
0.00 |
| ≡ |
Polen Capital Management |
Buy |
1,388 |
0.00 |
| ≡ |
Glenn Welling - Engaged Capital |
Sell 100.00% |
29,800 |
0.76 |
| Q1 2023 |
| ≡ |
Glenn Welling - Engaged Capital |
Add 58.51% |
11,000 |
0.28 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 1.79% |
189 |
0.00 |
| ≡ |
Polen Capital Management |
Sell 100.00% |
15,902 |
0.01 |
| 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 |
| ≡ |
Glenn Welling - Engaged Capital |
Buy |
40,800 |
1.33 |
| ≡ |
Polen Capital Management |
Buy |
13,325 |
0.01 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.26% |
23 |
0.00 |
| Q2 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 18.88% |
1,415 |
0.04 |
| ≡ |
Polen Capital Management |
Sell 100.00% |
1,215 |
0.00 |
| Q1 2022 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 21.20% |
1,311 |
0.04 |
| ≡ |
Polen Capital Management |
Buy |
1,215 |
0.00 |
| 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 |
| ≡ |
Glenn Welling - Engaged Capital |
Add 178.86% |
22,000 |
0.39 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 0.65% |
48 |
0.00 |
| 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 |
| ≡ |
Glenn Welling - Engaged Capital |
Add 13.49% |
5,800 |
0.09 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.51% |
160 |
0.01 |
| Q3 2020 |
| ≡ |
Glenn Welling - Engaged Capital |
Add 168.75% |
27,000 |
0.42 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 12.65% |
716 |
0.02 |
| 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.