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
Sandi King@Reinhart Partners, Llc.
Recent Activity
New Position
0.13%
$3.171M
245,513 shares@ 12.92 avg price
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
1.08%
$4.452M
34,151 shares@ 130.38 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
New Position
0.18%
$625,230
4,834 shares@ 129.35 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.25%
$475,762
3,610 shares@ 131.8 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.17%
$281,832
2,179 shares@ 129.35 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
New Position
0.12%
$221,559
1,713 shares@ 129.34 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
New Position
0.01%
$29,878
231 shares@ 129.35 avg price
Shannon Streich@Hoese & Co Llp
Recent Activity
New Position
0.03%
$26,256
203 shares@ 129.34 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
New Position
0.01%
$8,278
64 shares@ 129.35 avg price
Beth Steinhaus@Breakwater Investment Management
Recent Activity
New Position
0.01%
$7,114
55 shares@ 129.35 avg price