Ishares Russell 1000 Value E
IWDHeld by 6 superinvestors.
SEC 13F · holders
Superinvestors Holding This Security
6 holders · $13.6M combined · this quarter +2 opened / -1 exited
- Value$6.4MWeight (prev→now)0.0% → 0.0% ▲
- Value$3.2MWeight (prev→now)0.0% → 0.1% ▲
- Value$1.7MWeight (prev→now)New · 0.1%
- Value$1.5MWeight (prev→now)0.1% → 0.1% ▼
- Value$484,860Weight (prev→now)0.0% → 0.0% ▼
- Value$216,975Weight (prev→now)New · 0.0%
SEC 13F · notes
Written summary
Written summary
Ishares Russell 1000 Value E (IWD) is held by 6 of the superinvestors tracked on Compounder, with a combined $13.6M in reported 13F value. The largest position belongs to Ravenel Boykin Curry, where it makes up 0.0% of the portfolio.
Other notable holders by value include Donald Smith (0.1% of its book), C.T. Fitzpatrick (0.1% of its book) and David Katz (0.1% of its book).
Over the latest quarter, 2 of the tracked filers opened a new position in IWD, 1 added to existing ones, 2 trimmed, and 1 sold out entirely.
Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.
SEC 13F · co-ownership
Also held by these investors
Investors holding Ishares Russell 1000 Value E (IWD) also commonly hold →
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- Amazon.Com IncAMZN3 holders
- Unitedhealth Group IncUNH3 holders
- Taiwan Semiconductor-Sp AdrTSM3 holders
- Alphabet Inc-Cl CGOOG3 holders
- Capital One Financial CorpCOF3 holders
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Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14
Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.
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