IWP

Ishares Russell Mid-cap Grow

Latest period2024 - Q4Total superinvestors170

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, 170 superinvestors own shares of Ishares Russell Mid-cap Grow (IWP), 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 Grow (IWP), 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 Grow (IWP) 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 Grow (IWP) 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
Angela J. Martin@Stephens Group Asset Management, Llc
Recent Activity
Decreased -0.43%
4.7%
$56.387M
444,870 shares@ 126.76 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Decreased -7.35%
8.53%
$42.543M
335,642 shares@ 126.75 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Decreased -4%
1.96%
$29.315M
231,284 shares@ 126.76 avg price
Michael Leanza@Genwealth Group, Inc.
Recent Activity
Decreased -0.2%
4.73%
$20.775M
163,909 shares@ 126.76 avg price
Faith Vincent@Lbj Family Wealth Advisors, Ltd.
Recent Activity
10.21%
$16.067M
140,762 shares@ 114.15 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 1.25%
0.03%
$13.921M
118,689 shares@ 117.3 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Decreased -4.19%
0.22%
$14.826M
116,973 shares@ 126.76 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Decreased -1.35%
1.94%
$14.512M
114,495 shares@ 126.75 avg price
Eileen Holmes@Churchill Management Corp
Recent Activity
Decreased -5.22%
0.16%
$13.818M
109,019 shares@ 126.76 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 8.74%
3.99%
$13.66M
107,773 shares@ 126.76 avg price