IWD

Ishares Russell 1000 Value E

2 super-investor ownerscombined $2Mlargest position 0.1%

1 EXIT

2 super-investors hold IWD worth a combined $2M. The largest position: David Katz at 0.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 15 — ranked #702 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.

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Why super-investors own IWD

IWD commands minimal attention within this super-investor cohort, with only two holders — David Katz at 0.1% of his portfolio and Mairs & Power Funds at a negligible 0.0% — combining for just $2M in exposure. The most notable move this quarter was Vulcan Value Partners exiting entirely, continuing a pattern of near-zero and erratic ownership: the cohort count has fluctuated between 0 and 1 over the past eight quarters, never exceeding a single holder until this quarter's modest two-owner reading. At maximum 0.1% portfolio concentration, no manager treats this broad value ETF as a meaningful active bet. Interest across the cohort is effectively marginal and shows no signs of building conviction.

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