IWD

Ishares Russell 1000 Value E

5 super-investor ownerscombined $20Mlargest position 0.1%

1 NEW

5 of the 83 super-investors we track hold IWD, worth a combined $20M per their latest 13F filings. The largest position: David Katz at 0.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 28 of 100 (how strongly the cohort backs it) — ranked #447 of 742 stocks. Conviction rising: 3 more super-investors hold it than in 2026Q1.

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Why super-investors own IWD

IWD is held by 5 super-investors in our cohort, with a combined position value of $20M. The highest-conviction owner is David Katz at 0.1% of their portfolio. Cohort ownership has grown from 3 to 5 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 5

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Joel Greenblatt	<0.1%	27q	$16M	67,594
2	Vulcan Value Partners	0.1%	8q	$2M	7,011
3	David Katz	0.1%	17q	$2M	6,265
4	Mairs & Power Funds	<0.1%	16q	$621K	2,562
5	John Rogers	<0.1%	2q	$217K	895