← Top Holdings

IWFISHARES TR

CUSIP: 464287614

2

Guru Owners

$17.1M

Total Value Held

36,206

Total Shares

$11.4M
1.03%
$5.7M
1.06%

📊 Fundamentals

P/E Ratio33.5x
Above market avg

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$4.3M$8.6M$12.9M$17.1MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $17.1M
INCREASEDDavid Katz$11.4M
NEWDavid Rolfe$5.7M
Q3 '252 owners · $11.2M
INCREASEDDavid Katz$10.9M
Q2 '251 owners · $9.8M
INCREASEDDavid Katz$9.8M
Q1 '252 owners · $10.6M
INCREASEDDavid Katz$7.5M
INCREASEDDavid Rolfe$3.0M
Q4 '242 owners · $9.6M
INCREASEDDavid Katz$8.1M
NEWDavid Rolfe$1.6M
Q3 '241 owners · $7.3M
INCREASEDDavid Katz$7.3M

💰 DCF Calculator

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