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
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 119.78%
0.1%
$2.767M
21,828 shares@ 126.75 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 950.08%
0.05%
$2.634M
20,781 shares@ 126.75 avg price
Patrick W McNulty@Ballew Advisors, Inc
Recent Activity
Increased 1.29%
1.64%
$2.561M
20,182 shares@ 126.91 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 18.02%
0.24%
$2.16M
17,044 shares@ 126.75 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Increased 6.06%
0.51%
$1.801M
14,213 shares@ 126.76 avg price
Evan Shorten@Paragon Financial Partners, Inc.
Recent Activity
Increased 14.65%
1.34%
$1.779M
14,032 shares@ 126.75 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 1.65%
0.03%
$1.763M
13,908 shares@ 126.75 avg price
Matthew Heller@Willner & Heller, Llc
Recent Activity
Increased 2.09%
1.27%
$1.441M
11,367 shares@ 126.75 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 4.36%
0.04%
$1.224M
9,657 shares@ 126.76 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Increased 38.59%
0.42%
$1.148M
9,055 shares@ 126.79 avg price