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
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
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 4.09%
0.47%
$5.658M
43,748 shares@ 129.34 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 13.48%
0.02%
$5.494M
42,476 shares@ 129.35 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 24.28%
0.05%
$4.704M
36,373 shares@ 129.33 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 9.14%
1.06%
$3.626M
28,033 shares@ 129.34 avg price
John Chandler@City Holding Co
Recent Activity
Increased 3.44%
0.49%
$3.442M
26,616 shares@ 129.34 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 795.98%
0.05%
$2.737M
21,163 shares@ 129.35 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Increased 0.49%
0.92%
$2.677M
20,699 shares@ 129.35 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Increased 0.12%
0.09%
$2.373M
18,347 shares@ 129.35 avg price