John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  iShares Russell 2000 ETF (IWM)
← All IWM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 0.05 $95.69–170.56 · VW $136.42i SEC
2019   Q4 23,900 0.05 Buy 0.05 $144.93–167.12 · VW $158.43i $3,960,000 SEC
2018   Q1 0 0.00 Sell 100.00% 0.02 $142.50–160.63 · VW $152.97i SEC
2017   Q4 13,700 0.02 Reduce 64.23% 0.05 $144.50–155.41 · VW $150.77i $2,089,000 SEC
2017   Q3 38,300 0.07 Reduce 13.74% 0.01 $134.12–148.43 · VW $141.69i $5,675,000 SEC
2017   Q2 44,400 0.08 Buy 0.08 $133.66–142.90 · VW $138.45i $6,257,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.02 $132.40–140.86 · VW $136.56i SEC
2016   Q4 9,341 0.02 Buy 0.02 $114.88–138.82 · VW $127.83i $1,260,000 SEC
Price snapshot:
Current price$293.48
52-week low$210.16
52-week high$302.72