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 Value ETF (IWN)
← All IWN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2011   Q2 0 0.00 Sell 100.00% 0.26 $69.04–77.00 · VW $74.06i SEC
2011   Q1 154,900 0.26 Add 8.02% 0.02 $69.79–75.59 · VW $72.94i $11,676,000 SEC
2010   Q4 143,400 0.27 Add 9.47% 0.02 $61.08–71.91 · VW $66.61i $10,194,000 SEC
2010   Q3 131,000 0.28 Reduce 6.09% 0.02 $54.60–62.89 · VW $59.26i $8,843,000 SEC
2010   Q2 139,500 0.32 Buy 0.32 $30.98–71.27 · VW $59.54i $7,957,000 SEC
Price snapshot:
Current price$219.78
52-week low$152.96
52-week high$223.90