← Top Holdings

IWDRUSSELL 1000

CUSIP: 464287598

4

Guru Owners

$4.6M

Total Value Held

21,935

Total Shares

$2.7M
0.05%
$1.3M
0.12%
$413K
0.00%
$141K
0.00%

📊 Fundamentals

P/E Ratio21.0x
Near market avg

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.9M$3.8M$5.8M$7.7MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '254 owners · $4.6M
REDUCEDFirst Eagle$2.7M
INCREASEDDavid Katz$1.3M
INCREASEDMairs & Power$413K
NEWJohn Rogers$141K
Q3 '253 owners · $5.2M
INCREASEDDavid Katz$1.3M
Q2 '252 owners · $4.4M
Q1 '253 owners · $7.5M
REDUCEDFirst Eagle$3.1M
REDUCEDDavid Katz$1.2M
Q4 '243 owners · $7.7M
NEWDodge & Cox$3.2M
INCREASEDDavid Katz$1.2M
Q3 '242 owners · $4.6M
INCREASEDDavid Katz$1.3M

💰 DCF Calculator

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