ValuationViz

IWM fund manager activity

ISHARES. Reported by 15 tracked fund managers in their 13F filings, Q2 2013 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
David Katz - Matrix Asset AdvisorsTrimmed9,808$2,725,6980.22%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Henry Ellenbogen - Durable Capital PartnersSold out——0.00%Aug 14, 2026
Ken Fisher - Fisher Asset ManagementTrimmed6,298$1,892,3940.00%Aug 4, 2026
Joel Greenblatt - Gotham Asset ManagementAdded42,430$12,748,0940.03%Aug 14, 2026
Mairs & Power FundsNew1,507$452,7780.00%Aug 14, 2026
David Katz - Matrix Asset AdvisorsTrimmed10,097$3,033,7480.25%Jul 15, 2026
Bill Nygren - Oakmark FundsNo change533$160,1400.00%Aug 14, 2026

Older quarters