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
Jacqueline Kruger@First Pacific Financial
Recent Activity
Decreased -1.41%
0.63%
$2.688M
20,785 shares@ 129.34 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
Steve Corless@Advisornet Financial, Inc
Recent Activity
Increased 9.59%
0.2%
$2.365M
18,286 shares@ 129.35 avg price
Ryan Gough@Perfromance Wealth Partners, Llc
Recent Activity
Decreased -2.44%
0.07%
$2.109M
16,305 shares@ 129.35 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Decreased -1.37%
0.04%
$2.09M
16,161 shares@ 129.34 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Increased 8.71%
0.46%
$1.613M
12,468 shares@ 129.34 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 49.71%
0.06%
$1.518M
11,735 shares@ 129.35 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Increased 1.31%
0.29%
$1.509M
11,638 shares@ 129.67 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