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
Katie Brown@Ade, Llc
Recent Activity
Increased 6.21%
0.59%
$952,162
7,362 shares@ 129.34 avg price
Steven Pardo@Graypoint Llc
Recent Activity
0.06%
$890,377
6,884 shares@ 129.35 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -13.06%
0.04%
$862,307
6,666 shares@ 129.36 avg price
FRANK TABAR@Farmers & Merchants Trust Co Of Long Beach
Recent Activity
0.22%
$854,808
6,609 shares@ 129.34 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
Decreased -0.85%
0.32%
$843,487
6,521 shares@ 129.35 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Increased 3.89%
0.05%
$816,416
6,312 shares@ 129.35 avg price
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
Decreased -1.19%
0.26%
$805,142
6,225 shares@ 129.35 avg price
Marcus L. Ware@Harbour Capital Advisors, Llc
Recent Activity
0.18%
$800,915
6,150 shares@ 130.24 avg price
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
Increased 0.17%
0.51%
$789,105
6,118 shares@ 128.99 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -10.25%
0.02%
$751,724
5,812 shares@ 129.34 avg price