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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 Q3 2024 it was held by 3 managers with an aggregate reported value of $266.37M, which is 0.02% of the combined portfolio.

As of Q3 2024, 3 tracked institutional managers held IWM (ISHARES TR) with an aggregate reported value of $266.37M0.02% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2024
Ticker
IWM

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Henry Ellenbogen - Durable Capital Partners1.91%New1,181,911$261.07M
2Polen Capital Management - Polen Capital Management0.01%Add +35.3%13,381$2.96M
3David Katz - Matrix Asset Advisors0.26%Add +0.1%10,601$2.34M
Loading holder history for IWM