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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 4.82%
0.03%
$980,995
7,380 shares@ 132.93 avg price
Katie Brown@Ade, Llc
Recent Activity
Increased 6.21%
0.59%
$952,162
7,362 shares@ 129.34 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 3.89%
0.05%
$816,416
6,312 shares@ 129.35 avg price
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
Increased 0.17%
0.51%
$789,105
6,118 shares@ 128.99 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Increased 31.76%
0.02%
$513,597
3,971 shares@ 129.34 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Increased 0.03%
0.04%
$478,048
3,696 shares@ 129.35 avg price
Chris Werner@Westmount Partners, Llc
Recent Activity
Increased 0.04%
0.13%
$421,274
3,257 shares@ 129.35 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 106.02%
0.04%
$420,798
3,253 shares@ 129.36 avg price
John Taylor-Jones@Private Client Services, Llc
Recent Activity
Increased 0.2%
0.22%
$395,625
3,059 shares@ 129.34 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 0.41%
0.02%
$383,677
2,966 shares@ 129.36 avg price