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@City Center Advisors, Llc
Recent Activity
Decreased -2.44%
0.64%
$561,290
4,340 shares@ 129.33 avg price
Catherine Walker@Pinnacle Bancorp, Inc.
Recent Activity
Decreased -0.09%
0.18%
$550,083
4,253 shares@ 129.34 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
Decreased -6.44%
0.07%
$541,071
4,183 shares@ 129.35 avg price
Keith Sanders@First United Bank & Trust
Recent Activity
Decreased -0.63%
0.19%
$505,849
3,911 shares@ 129.35 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Decreased -5.7%
0.08%
$476,391
3,683 shares@ 129.35 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Decreased -1.83%
0.06%
$476,288
3,682 shares@ 129.36 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -12.88%
0.01%
$407,464
3,150 shares@ 129.36 avg price
Kalon Hoard@Holland Advisory Services, Inc.
Recent Activity
Decreased -0.28%
0.53%
$402,953
3,115 shares@ 129.36 avg price
Jean Elzayek@Householder Group Estate & Retirement Specialist, Llc
Recent Activity
Decreased -2.46%
0.29%
$384,000
2,973 shares@ 129.17 avg price
JENNIFER HANLEY@First Financial Corp In
Recent Activity
Decreased -1.25%
0.17%
$347,149
2,684 shares@ 129.35 avg price