IWM - ISHARES TR
This page shows which of the focused investors we track hold IWM and how their positions changed, so you can see how much conviction the group has in the stock.
In Q4 2022 it was held by 5 managers with an aggregate reported value of $61.18M, which is 0.01% of the combined portfolio.
As of Q4 2022, 5 tracked institutional managers held IWM (ISHARES TR) with an aggregate reported value of $61.18M — 0.01% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2022
- Ticker
- IWM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Henry Ellenbogen - Durable Capital Partners | 0.50% | New | 276,718 | $48.25M |
| 2 | Vulcan Value Partners - Vulcan Value Partners | 0.07% | New | 29,752 | $5.03M |
| 3 | Glenn Welling - Engaged Capital | 0.55% | Reduce -53.9% | 18,800 | $3.28M |
| 4 | Polen Capital Management - Polen Capital Management | 0.01% | Add +19.3% | 15,902 | $2.77M |
| 5 | David Katz - Matrix Asset Advisors | 0.28% | Add +19.0% | 10,574 | $1.84M |
Loading holder history for IWM…