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
DALE R HAJOST@Builder Investment Group Inc Adv
Recent Activity
Decreased -1.9%
0.1%
$332,533
2,571 shares@ 129.34 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Decreased -11.68%
0.01%
$293,343
2,268 shares@ 129.34 avg price
KATHLEEN VANORMER@Union Savings Bank
Recent Activity
Decreased -1.9%
0.14%
$266,437
2,060 shares@ 129.34 avg price
Alexandria Fry@Dentgroup Llc
Recent Activity
Decreased -14.54%
0.21%
$263,768
2,039 shares@ 129.37 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Decreased -1.66%
0.02%
$260,491
2,014 shares@ 129.35 avg price
Carrie Maerz@Tpg Financial Advisors, Llc
Recent Activity
Decreased -5.78%
0.11%
$240,314
1,858 shares@ 129.35 avg price
David John Marotta@Marotta Asset Management
Recent Activity
Decreased -14.98%
0.05%
$208,399
1,617 shares@ 128.89 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Decreased -1.35%
0.04%
$206,625
1,598 shares@ 129.31 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Decreased -1.89%
0.01%
$60,272
466 shares@ 129.34 avg price
David Hunter@Horizons Wealth Management
Recent Activity
Decreased -0.35%
0.03%
$36,086
279 shares@ 129.35 avg price