| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $17.5M | 0.02% | 42.64K | New | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a IWB trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.3 | -0.6 | -5.2 | 10.2 | 5.1 | -0.8 | -0.3 | 2.8 | -0.9 | 2.0 | +13.7% | ||
| 2025 | 3.1 | -1.7 | -6.0 | -0.7 | 6.4 | 4.8 | 2.3 | 2.1 | 3.0 | 2.3 | 0.2 | -0.3 | +15.9% |
| 2024 | 1.3 | 5.3 | 3.0 | -4.2 | 4.7 | 3.0 | 1.5 | 2.4 | 1.7 | -0.7 | 6.5 | -3.1 | +22.8% |
| 2023 | 6.6 | -2.4 | 2.8 | 1.2 | 0.5 | 6.4 | 3.5 | -1.7 | -5.2 | -2.4 | 9.3 | 4.6 | +24.6% |
| 2022 | -5.6 | -2.7 | 3.0 | -8.9 | -0.2 | -8.6 | 9.3 | -3.8 | -9.6 | 7.9 | 5.3 | -6.1 | −20.4% |
| 2021 | -0.8 | 2.9 | 3.5 | 5.3 | 0.5 | 2.2 | 2.1 | 2.9 | -4.9 | 6.9 | -1.3 | 3.7 | +24.8% |
| 2020 | 0.1 | -8.1 | -13.8 | 13.2 | 5.2 | 1.9 | 5.9 | 7.3 | -4.1 | -2.3 | 11.7 | 3.7 | +18.7% |
| 2019 | 8.2 | 3.4 | 1.4 | 3.9 | -6.3 | 6.3 | 1.6 | -1.9 | 1.3 | 2.1 | 3.8 | 2.3 | +28.6% |
| 2018 | 5.4 | -3.7 | -2.6 | 0.3 | 2.6 | 0.6 | 3.0 | 3.4 | -0.1 | -7.1 | 1.9 | -9.4 | −6.7% |
| 2017 | 1.9 | 3.8 | -0.3 | 1.0 | 1.3 | 0.7 | 1.4 | 0.3 | 1.6 | 2.3 | 3.0 | 0.8 | +19.4% |
| 2016 | -5.4 | 0.0 | 6.5 | 0.5 | 1.7 | 0.3 | 3.2 | 0.1 | -0.3 | -2.0 | 4.0 | 1.3 | +9.8% |
| 2015 | -2.7 | 5.7 | -1.7 | 0.8 | 1.3 | -1.9 | 1.5 | -6.0 | -3.2 | 8.1 | 0.4 | -2.5 | −1.2% |
| 2014 | -3.2 | 4.8 | 0.1 | 0.5 | 2.3 | 2.3 | -2.1 | 4.1 | -2.1 | 2.4 | 2.7 | -0.8 | +11.1% |
| 2013 | 5.4 | 1.1 | 3.5 | 1.9 | 1.7 | -0.5 | 4.4 | -2.8 | 3.2 | 4.4 | 2.7 | 2.2 | +30.3% |
| 2012 | 4.9 | 4.3 | 2.7 | -0.6 | -6.1 | 3.3 | 1.0 | 2.5 | 2.1 | -1.8 | 0.9 | 0.5 | +14.1% |
| 2011 | 2.3 | 3.5 | -0.2 | 3.0 | -1.1 | -1.8 | -2.6 | -5.8 | -7.8 | 11.0 | -0.4 | 0.3 | −0.7% |
| 2010 | -3.6 | 3.3 | 5.9 | 1.8 | -8.0 | -5.6 | 6.5 | -4.4 | 8.6 | 3.9 | 0.2 | 6.3 | +13.9% |
| 2009 | -7.9 | -10.4 | 7.3 | 10.5 | 5.9 | 0.1 | 6.9 | 3.7 | 3.5 | -2.2 | 6.0 | 1.8 | +25.5% |
| 2008 | -5.9 | -2.8 | -1.1 | 5.0 | 1.7 | -8.3 | -1.4 | 1.4 | -9.8 | -17.1 | -8.4 | 1.3 | −38.6% |
| 2007 | 1.9 | -1.7 | 0.6 | 4.2 | 3.6 | -2.3 | -3.2 | 1.2 | 3.6 | 1.6 | -4.1 | -1.5 | +3.6% |
The underlying index is a float-adjusted capitalization-weighted index of equity securities issued by the approximately 1,006 largest issuers in the Russell 3000 Index. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.