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
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
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -0.06%
0.5%
$5.411M
41,837 shares@ 129.34 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
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
1.08%
$4.452M
34,151 shares@ 130.38 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
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -1.12%
0.29%
$3.058M
23,644 shares@ 129.35 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 795.98%
0.05%
$2.737M
21,163 shares@ 129.35 avg price
Brian Glas@Noble Family Wealth, Llc
Recent Activity
0.75%
$2.72M
21,069 shares@ 129.13 avg price