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
Chris Marks@Olistico Wealth, Llc
Recent Activity
Increased 0.12%
0.07%
$109,134
844 shares@ 129.31 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
Increased 1.77%
0.01%
$97,135
751 shares@ 129.35 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Increased 81.25%
0.01%
$41,259
319 shares@ 129.34 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Increased 0.53%
0.02%
$24,982
193 shares@ 129.45 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
Increased 0.8%
0.01%
$16,416
127 shares@ 129.26 avg price
Kerry Harmon@Wolff Wiese Magana Llc
Recent Activity
Increased 86.67%
0.01%
$3,622
28 shares@ 129.36 avg price