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
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Increased 0.08%
0.08%
$362,411
2,802 shares@ 129.35 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 8.57%
0.05%
$338,189
2,612 shares@ 129.48 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 0.2%
0.04%
$337,582
2,610 shares@ 129.35 avg price
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 8.12%
0.01%
$325,513
2,517 shares@ 129.33 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 42.17%
0.02%
$317,918
2,458 shares@ 129.35 avg price
Moira B. Martin@Essex Savings Bank
Recent Activity
Increased 10.72%
0.07%
$280,665
2,170 shares@ 129.34 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 4.57%
0.02%
$246,016
1,902 shares@ 129.35 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Increased 0.06%
0.05%
$231,000
1,787 shares@ 129.27 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
Increased 4.3%
0.06%
$220,022
1,701 shares@ 129.35 avg price
Brent P. Nicks@Accelerate Investment Advisors Llc
Recent Activity
Increased 1.68%
0.19%
$212,377
1,642 shares@ 129.35 avg price