13F

IWN ISHARES RUSSELL 2000 VALUE E

2026Q1 · CUSIP 464287630

🟡 Fading · Price holds, watch
Holders
1,021
Δ holders QoQ
-20
Breadth percentile
Top 92%
Whale holders
144
Δ whales
-11
Inst. holding value
$8.9B
New positions
80
Closed positions
100
Price momentum (1Q)
Put / Call
5/3

Breadth history (34 quarters)

2018Q1: Δ-27 · h=598 2018Q2: Δ+3 · h=601 2018Q3: Δ+20 · h=621 2018Q4: Δ+45 · h=666 2019Q1: Δ+11 · h=677 2019Q2: Δ-23 · h=654 2019Q3: Δ+1 · h=655 2019Q4: Δ+89 · h=744 2020Q1: Δ-78 · h=666 2020Q2: Δ-38 · h=628 2020Q3: Δ+9 · h=637 2020Q4: Δ+133 · h=770 2021Q1: Δ+67 · h=837 2021Q2: Δ+17 · h=854 2021Q3: Δ-22 · h=832 2021Q4: Δ+109 · h=941 2022Q1: Δ-25 · h=916 2022Q2: Δ-37 · h=879 2022Q3: Δ-35 · h=844 2022Q4: Δ+85 · h=929 2023Q1: Δ-56 · h=873 2023Q2: Δ+12 · h=885 2023Q3: Δ-2 · h=883 2023Q4: Δ+82 · h=965 2024Q1: Δ-11 · h=954 2024Q2: Δ-24 · h=930 2024Q3: Δ+45 · h=975 2024Q4: Δ+83 · h=1058 2025Q1: Δ-74 · h=984 2025Q2: Δ-20 · h=964 2025Q3: Δ+5 · h=969 2025Q4: Δ+72 · h=1041 2026Q1: Δ-20 · h=1021 2018Q1: holders=598 2018Q2: holders=601 2018Q3: holders=621 2018Q4: holders=666 2019Q1: holders=677 2019Q2: holders=654 2019Q3: holders=655 2019Q4: holders=744 2020Q1: holders=666 2020Q2: holders=628 2020Q3: holders=637 2020Q4: holders=770 2021Q1: holders=837 2021Q2: holders=854 2021Q3: holders=832 2021Q4: holders=941 2022Q1: holders=916 2022Q2: holders=879 2022Q3: holders=844 2022Q4: holders=929 2023Q1: holders=873 2023Q2: holders=885 2023Q3: holders=883 2023Q4: holders=965 2024Q1: holders=954 2024Q2: holders=930 2024Q3: holders=975 2024Q4: holders=1058 2025Q1: holders=984 2025Q2: holders=964 2025Q3: holders=969 2025Q4: holders=1041 2026Q1: holders=1021 -133 -66.5 +0 +66.5 +133 5388251111 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 13 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 6%
2024Q4 Top 5%
2024Q3 Top 5%
2023Q4 Top 5%
2023Q2 Top 18%
2022Q4 Top 3%
2021Q4 Top 3%
2021Q2 Top 17%
2021Q1 Top 3%
2020Q4 Top 3%
2019Q4 Top 3%
2018Q4 Top 4%
2018Q3 Top 10%
Put holders / Call holders: 5 / 3