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Ishares Russell 2000 Etf

IWM

Held by 2 superinvestors.

Price$298.93
Holders2
Total value$3.2M

SEC 13F · holders

Superinvestors Holding This Security

2 holders · $3.2M combined · this quarter +0 opened / -1 exited

This quarter1 trimmed1 exited
Holders 3 → 2 · last 8q
  • David Katz
    Value$3.0MWeight (prev→now)0.2% → 0.2% ▲
  • Bill Nygren
    Value$160,140Weight (prev→now)0.0% → 0.0% ▲
Exited this quarter (1)
Henry Ellenbogen

SEC 13F · notes

Written summary

Ishares Russell 2000 Etf (IWM) is held by 2 of the superinvestors tracked on Compounder, with a combined $3.2M in reported 13F value. The largest position belongs to David Katz, where it makes up 0.2% of the portfolio.

Other notable holders by value include Bill Nygren (0.0% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in IWM, 0 added to existing ones, 1 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.

How to read a 13F

SEC 13F · co-ownership

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Also on

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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