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Compounder

Ishares Russell 2000 Value E

Held by 3 superinvestors (IWN).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

Ownership · 13F consensus

Who's buying it

Institutional ownership aggregated across funds — consensus strength and this quarter's moves. Describes actions, not advice.

3 superinvestors hold it · $12.7M combined

This quarter1 added

Largest holder John Rogers

Held by 3 superinvestors of Ishares Russell 2000 Value E (IWN); this quarter 1 added (as of 2026-03-31).

13F positions are self-reported and can lag up to 45 days. Informational only — not investment advice.

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Superinvestors Holding This Security

Ownership overview

Ishares Russell 2000 Value E (IWN) is held by 3 of the superinvestors tracked on Compounder, with a combined $12.7M in reported 13F value. The largest position belongs to John Rogers, where it makes up 0.1% of the portfolio.

Other notable holders by value include David Katz (0.0% of its book) and Arnold Van Den Berg (0.0% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in IWN, 1 added to existing ones, 0 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. 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.

Holders over time

Superinvestors holding this security over the last 8 quarters: 1 → 3.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Key facts & links

Ticker
IWN
Total value held
$12.7M
Largest holder
John Rogers
External

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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