ValuationViz

IWB fund manager activity

ISHARES RUS 1000. Reported by 7 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
David Katz - Matrix Asset AdvisorsTrimmed599$249,5390.02%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Arnold Van Den Berg - Century ManagementSold out——0.00%Aug 14, 2026
Ken Fisher - Fisher Asset ManagementTrimmed4,924$2,016,6180.00%Aug 4, 2026
Jeremy Grantham - GMOSold out——0.00%Aug 13, 2026
Joel Greenblatt - Gotham Asset ManagementAdded148,358$60,752,6010.14%Aug 14, 2026
David Katz - Matrix Asset AdvisorsNo change698$285,8020.02%Jul 15, 2026

Older quarters