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
Terry M. Stanford@Diversified Trust Co
Recent Activity
Decreased -1.44%
0.2%
$8.059M
91,162 shares@ 88.41 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Decreased -4.08%
0.28%
$7.26M
82,131 shares@ 88.4 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
Decreased -0.03%
0.23%
$6.853M
77,524 shares@ 88.41 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Decreased -0.5%
2.11%
$6.142M
69,484 shares@ 88.4 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Decreased -7.54%
3.07%
$5.934M
67,129 shares@ 88.41 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Decreased -0.53%
0.49%
$4.962M
56,129 shares@ 88.41 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Decreased -6.78%
0.08%
$4.654M
52,647 shares@ 88.4 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Decreased -0.48%
0.5%
$3.039M
34,381 shares@ 88.41 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -0.42%
0.2%
$2.854M
32,280 shares@ 88.41 avg price
John B. Harrington@Gilman Hill Asset Management, Llc
Recent Activity
Decreased -19.68%
0.47%
$2.646M
29,930 shares@ 88.4 avg price