Portfolio changes · featured 13Fs
Activity
Moves in IWF across featured managers — New / Exit / Add / Reduce.
IWF · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| IWF | Exit | David Rolfe - Wedgewood Partners | −0.05% | was 0.05% | Q1→Q2 |
| IWF | Exit | Arnold Van Den Berg - Van Den Berg Management I | −0.01% | was 0.01% | Q1→Q2 |
| IWF | Add | Cathie Wood - Ark Investment Management | 0.00% | +163.9% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| IWF | Add | Polen Capital Management | −0.54% | +50.8% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| IWF | Add | Torray Investment Partners | −0.05% | +42.3% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| IWF | Add | David Katz - Matrix Asset Advisors | +0.03% | +298.1% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home