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
Steven Sergio@Rmr Wealth Builders
Recent Activity
Decreased -3.45%
0.12%
$1.153M
13,042 shares@ 88.41 avg price
Andy Peters@Goldstein Advisors, Llc
Recent Activity
Decreased -2.22%
0.17%
$1.106M
12,511 shares@ 88.4 avg price
Aryn Sands@Mason & Associates, Llc
Recent Activity
Decreased -4.87%
0.33%
$1.083M
12,256 shares@ 88.4 avg price
Ashleigh Swayze@Radnor Capital Management, Llc
Recent Activity
Decreased -14.73%
0.18%
$1.064M
12,040 shares@ 88.38 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -2.71%
0.02%
$937,258
10,602 shares@ 88.41 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Decreased -0.46%
0.12%
$925,811
10,473 shares@ 88.4 avg price
LEIGH ANN YOUNG@Central Bank & Trust Co
Recent Activity
Decreased -17.21%
0.14%
$861,458
9,745 shares@ 88.4 avg price
Christopher Dautrich@Stillwater Capital Advisors, Llc
Recent Activity
Decreased -0.14%
0.11%
$858,287
9,709 shares@ 88.41 avg price
Patrick Hayes@Wealthquest Corp
Recent Activity
Decreased -0.04%
0.07%
$854,143
9,662 shares@ 88.41 avg price
Joshua Ryan Standeven@Selective Wealth Management, Inc.
Recent Activity
Decreased -1.21%
0.34%
$816,712
9,158 shares@ 89.19 avg price