Ishares Russell 2000 Value E
IWNHeld by 2 superinvestors.
SEC 13F · holders
Superinvestors Holding This Security
2 holders · $17.3M combined · this quarter +0 opened / -1 exited
- Value$17.0MWeight (prev→now)0.1% → 0.2% ▲
- Value$369,679Weight (prev→now)0.0% → 0.0% ▼
SEC 13F · notes
Written summary
Written summary
Ishares Russell 2000 Value E (IWN) is held by 2 of the superinvestors tracked on Compounder, with a combined $17.3M in reported 13F value. The largest position belongs to John Rogers, where it makes up 0.2% of the portfolio.
Other notable holders by value include David Katz (0.0% of its book).
In the quarter ended 2026-06-30, 0 of the tracked filers opened a new position in IWN, 1 added to existing ones, 0 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. 1 investor has already filed for the quarter ended 2026-09-30. Their positions in the table reflect those newer filings, and the move counts on this page cover only 2026-06-30 filings. 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 2000 Value E (IWN) also commonly hold →
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Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14· Yahoo Finance as of 2026-10-22·FRED 10-year Treasury (DGS10) as of 2026-10-21
Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.
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