John Rogers's IWN Position Overview
John Rogers (via ARIEL INVESTMENTS, LLC) currently holds 45.0K shares of iShares Russell 2000 Value ETF (IWN) worth $7.95 M, representing 0.09% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in IWN, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 116.7K shares. Largest reduction occurred in Q4 2015, reducing 123.3K shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's iShares Russell 2000 Value ETF (IWN) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell 2000 Value ETF (IWN) Trades by John Rogers
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
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John Rogers's iShares Russell 2000 Value ETF Investment FAQs
John Rogers first purchased iShares Russell 2000 Value ETF (IWN) in Q4 2014, acquiring 154,683 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held iShares Russell 2000 Value ETF (IWN) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's largest addition to iShares Russell 2000 Value ETF (IWN) was in Q4 2014, adding 154,683 shares worth $15.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Rogers's firm, ARIEL INVESTMENTS, LLC, owns 44,965 shares of iShares Russell 2000 Value ETF (IWN), valued at approximately $7.95 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares Russell 2000 Value ETF (IWN) represents approximately 0.09% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's peak holding in iShares Russell 2000 Value ETF (IWN) was 201,217 shares, as reported at the end of Q4 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.