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
Thomas Curtis@Wealth Management Partners, Llc
Recent Activity
Decreased -1.51%
0.5%
$1.144M
9,022 shares@ 126.75 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -2.98%
0.12%
$958,761
7,564 shares@ 126.76 avg price
Keith Sanders@First United Bank & Trust
Recent Activity
Decreased -0.53%
0.31%
$827,044
6,525 shares@ 126.76 avg price
Christopher Clancy@Global Wealth Strategies & Associates
Recent Activity
Decreased -0.33%
0.25%
$795,616
6,277 shares@ 126.76 avg price
Jaclyn Gilbert@Saxon Interests, Inc.
Recent Activity
Decreased -3.36%
0.31%
$702,845
5,545 shares@ 126.76 avg price
Philip A. Noonan@Contravisory Investment Management, Inc.
Recent Activity
Decreased -5.9%
0.15%
$670,254
5,288 shares@ 126.75 avg price
Robert Siegmann@Total Wealth Planning, Llc
Recent Activity
Decreased -0.58%
0.1%
$578,474
4,564 shares@ 126.75 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -98.02%
0.05%
$555,090
4,355 shares@ 127.47 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Decreased -3.7%
0.02%
$500,916
3,952 shares@ 126.75 avg price
Kelly J Rusch@Steph & Co
Recent Activity
Decreased -8.34%
0.14%
$414,726
3,272 shares@ 126.75 avg price