IWS

Ishares Russell Mid-cap Valu

Latest period2024 - Q4Total superinvestors145

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 145 superinvestors own shares of Ishares Russell Mid-cap Valu (IWS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Russell Mid-cap Valu (IWS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Russell Mid-cap Valu (IWS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Russell Mid-cap Valu (IWS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Angela J. Martin@Stephens Group Asset Management, Llc
Recent Activity
Decreased -0.23%
7.21%
$86.479M
668,615 shares@ 129.35 avg price
Sandi King@Reinhart Partners, Llc.
Recent Activity
New Position
0.13%
$3.171M
245,513 shares@ 12.92 avg price
David Benning@Lpwm Llc
Recent Activity
Decreased -0.78%
8.43%
$26.217M
202,699 shares@ 129.34 avg price
Faith Vincent@Lbj Family Wealth Advisors, Ltd.
Recent Activity
10.3%
$16.208M
129,322 shares@ 125.34 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.36%
0.03%
$13.791M
104,279 shares@ 132.26 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Increased 4.42%
1.86%
$11.888M
91,916 shares@ 129.35 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -8.18%
0.19%
$11.593M
89,632 shares@ 129.35 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -5.26%
0.17%
$11.301M
87,374 shares@ 129.35 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Decreased -0.74%
1.09%
$7.781M
60,010 shares@ 129.67 avg price
Justin A. Leveille@Corundum Group, Inc.
Recent Activity
Decreased -2.37%
2.41%
$6.445M
49,829 shares@ 129.35 avg price