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
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Decreased -1.37%
0.04%
$2.09M
16,161 shares@ 129.34 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Decreased -2.2%
0.04%
$1.478M
11,424 shares@ 129.35 avg price
Amanda Glidden@Thomasville National Bank
Recent Activity
Decreased -5.65%
0.08%
$995,530
7,697 shares@ 129.35 avg price
Jaclyn Gilbert@Saxon Interests, Inc.
Recent Activity
Decreased -1.28%
0.44%
$986,635
7,628 shares@ 129.35 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -13.06%
0.04%
$862,307
6,666 shares@ 129.36 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
Decreased -0.85%
0.32%
$843,487
6,521 shares@ 129.35 avg price
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
Decreased -1.19%
0.26%
$805,142
6,225 shares@ 129.35 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -10.25%
0.02%
$751,724
5,812 shares@ 129.34 avg price
Matthew Heller@Willner & Heller, Llc
Recent Activity
Decreased -6.91%
0.58%
$657,678
5,085 shares@ 129.34 avg price
Brenda McCombs@Cordant, Inc.
Recent Activity
Decreased -3.59%
0.35%
$652,133
5,042 shares@ 129.35 avg price