IWR

Ishares Russell Mid-cap Etf

Latest period2024 - Q4Total superinvestors259

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, 259 superinvestors own shares of Ishares Russell Mid-cap Etf (IWR), 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 Etf (IWR), 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 Etf (IWR) 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 Etf (IWR) 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
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
1.62%
$3.113M
34,485 shares@ 90.26 avg price
Aryn Sands@Moulton Wealth Management, Inc
Recent Activity
New Position
1.07%
$1.385M
15,663 shares@ 88.4 avg price
Matthew Robert Ihlein@Traynor Capital Management, Inc.
Recent Activity
New Position
0.08%
$1.105M
12,498 shares@ 88.4 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
New Position
0.05%
$887,061
10,035 shares@ 88.4 avg price
Troy J. Mertens@Orgel Wealth Management, Llc
Recent Activity
New Position
0.02%
$744,417
8,421 shares@ 88.41 avg price
Grant Reeves@Cvfg Llc
Recent Activity
New Position
0.48%
$516,569
5,844 shares@ 88.4 avg price
Aryn Sands@Arbor Wealth Advisors Llc
Recent Activity
New Position
0.43%
$471,791
5,337 shares@ 88.41 avg price
Mark T Williams@Investrust
Recent Activity
New Position
0.12%
$419,423
4,743 shares@ 88.43 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
New Position
0.03%
$387,024
4,416 shares@ 87.65 avg price
John Brocker@Legacy Wealth Asset Management, Llc
Recent Activity
New Position
0.09%
$319,654
3,616 shares@ 88.4 avg price