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
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -98.11%
0.07%
$796,731
9,023 shares@ 88.31 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Decreased -0.62%
0.26%
$760,096
8,598 shares@ 88.41 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -1.37%
0.06%
$720,372
8,149 shares@ 88.41 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Decreased -0.81%
0.14%
$700,673
7,926 shares@ 88.41 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Decreased -43.77%
0.11%
$656,664
7,428 shares@ 88.41 avg price
Jennifer Matthews@Mcnaughton Wealth Management, Llc
Recent Activity
Decreased -1.08%
0.3%
$613,496
6,940 shares@ 88.4 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Decreased -1.64%
0.02%
$607,220
6,869 shares@ 88.41 avg price
Katherine Saltonstall@Sandy Cove Advisors, Llc
Recent Activity
Decreased -6.36%
0.24%
$593,300
6,712 shares@ 88.4 avg price
Fred Beerwart@Smi Advisory Services, Llc
Recent Activity
Decreased -2.31%
0.13%
$551,309
6,245 shares@ 88.29 avg price
Michael Bridgeman@Trust Co Of The South
Recent Activity
Decreased -34.99%
0.11%
$519,792
5,880 shares@ 88.4 avg price