← Top Holdings

IWFISHARES TR

CUSIP: 464287614

5

Guru Owners

$186.5M

Total Value Held

437,357

Total Shares

$173.5M
1.20%
$11.4M
1.05%
$779K
0.02%
$591K
0.09%
$223K
0.05%

📊 Fundamentals

P/E Ratio33.3x
Above market avg

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$96.6M$193.1M$289.7M$386.3MQ3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '265 owners · $186.5M
REDUCEDPolen Capital$173.5M
INCREASEDDavid Katz$11.4M
INCREASEDFPA Queens Road$779K
REDUCEDTorray LLC$591K
INCREASEDDavid Rolfe$223K
Q4 '255 owners · $386.3M
INCREASEDPolen Capital$367.3M
INCREASEDDavid Katz$11.4M
NEWDavid Rolfe$5.7M
INCREASEDTorray LLC$943K
REDUCEDFPA Queens Road$865K
SOLDMairs & Power
Q3 '255 owners · $119.3M
INCREASEDPolen Capital$106.7M
INCREASEDDavid Katz$10.9M
REDUCEDFPA Queens Road$886K
NEWMairs & Power$222K
Q2 '254 owners · $106.8M
REDUCEDPolen Capital$95.8M
INCREASEDDavid Katz$9.8M
SOLDDavid Rolfe
SOLDMairs & Power
Q1 '256 owners · $151.5M
NEWPolen Capital$139.2M
INCREASEDDavid Katz$7.5M
INCREASEDDavid Rolfe$3.0M
INCREASEDFPA Queens Road$688K
Q4 '245 owners · $11.3M
INCREASEDDavid Katz$8.1M
NEWDavid Rolfe$1.6M
NEWMairs & Power$701K
NEWFPA Queens Road$531K
NEWTorray LLC$457K

💰 DCF Calculator

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