โ† Top Holdings

IWFISHARES TR

CUSIP: 464287614

4

Guru Owners

$385.3M

Total Value Held

814,119

Total Shares

$367.3M
1.57%
$11.4M
1.03%
$5.7M
1.06%
$865K
0.03%

๐Ÿ“Š Fundamentals

P/E Ratio35.4x
Above market avg

Data from Yahoo Finance ยท refreshed every 4 hours

๐Ÿ“Š Holdings Over Time

How superinvestor ownership has changed across quarters

$0$96.3M$192.7M$289.0M$385.3MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '254 owners ยท $385.3M
INCREASEDPolen Capital$367.3M
INCREASEDDavid Katz$11.4M
NEWDavid Rolfe$5.7M
REDUCEDFPA Queens Road$865K
Q3 '254 owners ยท $118.8M
INCREASEDPolen Capital$106.7M
INCREASEDDavid Katz$10.9M
REDUCEDFPA Queens Road$886K
Q2 '253 owners ยท $106.4M
REDUCEDPolen Capital$95.8M
INCREASEDDavid Katz$9.8M
Q1 '254 owners ยท $150.5M
NEWPolen Capital$139.2M
INCREASEDDavid Katz$7.5M
INCREASEDDavid Rolfe$3.0M
Q4 '242 owners ยท $9.6M
INCREASEDDavid Katz$8.1M
NEWDavid Rolfe$1.6M
Q3 '241 owners ยท $7.3M
INCREASEDDavid Katz$7.3M

๐Ÿ’ฐ DCF Calculator

Insufficient financial data available for DCF valuation. This may be a bank, early-stage, or foreign-listed company.

IWF Institutional Ownership โ€” Superinvestor Holdings | Superinvestor 13F Tracker