Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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
2012   Q2 0 0.00 Sell 100.00% 0.01 $72.94–84.00 · VW $78.73i SEC
2012   Q1 11,800 0.01 $82.80 $977,000 SEC
2011   Q4 11,800 0.01 Buy 0.01 $60.09–76.97 · VW $71.63i $869,000 SEC
2011   Q2 0 0.00 Sell 100.00% 0.04 $77.23–86.81 · VW $83.33i SEC
2011   Q1 21,900 0.04 Add 92.11% 0.02 $76.95–84.29 · VW $80.81i $1,843,000 SEC
2010   Q4 11,400 0.02 Add 42.50% <0.01 $66.48–79.28 · VW $72.50i $892,000 SEC
2010   Q3 8,000 0.02 $62.00 $496,000 SEC
2010   Q2 8,000 0.02 Buy 0.02 $60.70–74.66 · VW $66.91i $489,000 SEC
Price snapshot:
Current price$293.48
52-week low$210.16
52-week high$302.72