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
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 3.97%
0.08%
$1.751M
19,803 shares@ 88.4 avg price
Diana Blair@Sage Capital Advisors,llc
Recent Activity
Decreased -2.08%
0.46%
$1.733M
19,607 shares@ 88.41 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Decreased -4.5%
0.07%
$1.619M
18,315 shares@ 88.4 avg price
Ian Armstrong@Clear Harbor Asset Management, Llc
Recent Activity
Increased 1.63%
0.13%
$1.562M
17,669 shares@ 88.41 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Increased 0.02%
0.5%
$1.438M
16,265 shares@ 88.41 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
0.05%
$1.421M
16,077 shares@ 88.41 avg price
Patricia Watson@Baker Ellis Asset Management Llc
Recent Activity
0.21%
$1.421M
16,076 shares@ 88.4 avg price
Nancy E Renshaw@Compton Wealth Advisory Group, Llc
Recent Activity
Increased 0.3%
0.37%
$1.399M
15,826 shares@ 88.41 avg price
Aryn Sands@Moulton Wealth Management, Inc
Recent Activity
New Position
1.07%
$1.385M
15,663 shares@ 88.4 avg price
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
Increased 2.78%
0.44%
$1.311M
14,832 shares@ 88.41 avg price