John Rogers's IWN Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 44,965 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 36 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in IWN, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 116,707 shares. Largest reduction occurred in Q1 2015, reducing 154,683 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +154,683 | New Buy | 154,683 | $101.68 |
| Q1 2015 | -154,683 | Sold Out | 0 | $0.00 |
| Q4 2015 | +31,406 | New Buy | 31,406 | $91.93 |
| Q1 2016 | -31,406 | Sold Out | 0 | $0.00 |
| Q4 2016 | +71,494 | New Buy | 71,494 | $118.93 |
| Q1 2017 | -71,494 | Sold Out | 0 | $0.00 |
| Q4 2017 | +47,818 | New Buy | 47,818 | $125.75 |
| Q1 2018 | -47,818 | Sold Out | 0 | $0.00 |
| Q4 2018 | +18,873 | New Buy | 18,873 | $107.56 |
| Q1 2019 | -18,873 | Sold Out | 0 | $0.00 |
| Q2 2019 | +47,800 | New Buy | 47,800 | $120.50 |
| Q3 2019 | +35,245 | Add 73.73% | 83,045 | $119.41 |
| Q4 2019 | +46,330 | Add 55.79% | 129,375 | $128.58 |
| Q1 2020 | -19,575 | Reduce 15.13% | 109,800 | $82.03 |
| Q2 2020 | -59,146 | Reduce 53.87% | 50,654 | $97.47 |
| Q3 2020 | +33,856 | Add 66.84% | 84,510 | $99.33 |
| Q4 2020 | +116,707 | Add 138.10% | 201,217 | $131.75 |
| Q1 2021 | -34,796 | Reduce 17.29% | 166,421 | $159.47 |
| Q2 2021 | -46,855 | Reduce 28.15% | 119,566 | $165.77 |
| Q3 2021 | -78,511 | Reduce 65.66% | 41,055 | $160.22 |
| Q4 2021 | -1,906 | Reduce 4.64% | 39,149 | $166.06 |
| Q1 2022 | +79,347 | Add 202.68% | 118,496 | $161.40 |
| Q2 2022 | -108,243 | Reduce 91.35% | 10,253 | $136.16 |
| Q3 2022 | +8,124 | Add 79.24% | 18,377 | $128.91 |
| Q4 2022 | +8,588 | Add 46.73% | 26,965 | $138.67 |
| Q1 2023 | +472 | Add 1.75% | 27,437 | $137.02 |
| Q2 2023 | -5,478 | Reduce 19.97% | 21,959 | $140.80 |
| Q3 2023 | +3,692 | Add 16.81% | 25,651 | $135.55 |
| Q4 2023 | +19,696 | Add 76.78% | 45,347 | $155.33 |
| Q1 2024 | -4,307 | Reduce 9.50% | 41,040 | $158.81 |
| Q2 2024 | -34,741 | Reduce 84.65% | 6,299 | $152.30 |
| Q3 2024 | +8,974 | Add 142.47% | 15,273 | $166.82 |
| Q4 2024 | +31,131 | Add 203.83% | 46,404 | $164.17 |
| Q1 2025 | -5,787 | Reduce 12.47% | 40,617 | $150.98 |
| Q2 2025 | -19,150 | Reduce 47.15% | 21,467 | $157.76 |
| Q3 2025 | +23,498 | Add 109.46% | 44,965 | $176.81 |
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 36 quarters since Q4 2014.
John Rogers's largest addition to iShares Russell 2000 Value ETF (IWN) was in Q4 2014, adding 154,683 shares worth $15.73 M.
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.
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.
John Rogers's peak holding in iShares Russell 2000 Value ETF (IWN) was 201,217 shares, as reported at the end of Q4 2020.