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
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 16.36%
0.9%
$16.429M
185,848 shares@ 88.4 avg price
David Layden@Woodstock Corp
Recent Activity
Decreased -0.25%
1.48%
$15.296M
173,037 shares@ 88.41 avg price
Matthew Borland@Culbertson A N & Co Inc
Recent Activity
Decreased -0.01%
2.42%
$15.179M
171,706 shares@ 88.41 avg price
Tom Deck@Bricktown Capital, Llc
Recent Activity
Increased 989.77%
2.83%
$13.549M
153,264 shares@ 88.41 avg price
Jordan Pitts@Moody National Bank Trust Division
Recent Activity
Decreased -4.15%
1.29%
$12.263M
138,724 shares@ 88.41 avg price
Kelly J Rusch@Steph & Co
Recent Activity
Decreased -12.33%
4.08%
$12.067M
136,508 shares@ 88.4 avg price
Jessica Thayer@Unique Wealth, Llc
Recent Activity
Increased 14.6%
2.26%
$10.798M
122,145 shares@ 88.41 avg price
Robert Thomas Taylor@Taylor & Morgan Wealth Management, Llc
Recent Activity
Increased 0.64%
6.97%
$9.907M
112,065 shares@ 88.4 avg price
Richard S. Foster@Folger Nolan Fleming Douglas Capital Management, Inc
Recent Activity
Decreased -1.66%
0.96%
$9.159M
103,614 shares@ 88.41 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
Decreased -2.36%
1.17%
$9.064M
102,534 shares@ 88.4 avg price