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
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 20.35%
1.36%
$8.672M
98,096 shares@ 88.41 avg price
John Chandler@City Holding Co
Recent Activity
Increased 9.27%
0.92%
$6.445M
72,905 shares@ 88.4 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Increased 0.05%
0.32%
$5.377M
60,822 shares@ 88.41 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Increased 0.06%
0.19%
$5.347M
60,482 shares@ 88.4 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 49.66%
0.08%
$4.062M
45,947 shares@ 88.41 avg price
David Benning@Lpwm Llc
Recent Activity
Increased 2.45%
1.22%
$3.796M
42,945 shares@ 88.4 avg price
Jaclyn Gilbert@Saxon Interests, Inc.
Recent Activity
Increased 109.48%
1.6%
$3.632M
41,091 shares@ 88.4 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 11.7%
0.04%
$3.496M
39,550 shares@ 88.41 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 8.46%
0.13%
$3.488M
39,454 shares@ 88.4 avg price
Laura Zubko@Charles Schwab Trust Co
Recent Activity
Increased 3.21%
0.3%
$3.412M
38,593 shares@ 88.4 avg price