Ishares Russell Mid-cap Etf
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
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Steven C. Merrell@Monterey Private Wealth, Inc.
| 0.08% | $217,975 2,466 shares@ 88.4 avg price | Increased 0.21% |
Andrea Freeman@Trust Co Of Vermont
| 0.02% | $217,110 2,456 shares@ 88.4 avg price | Increased 3.55% |
Greg Lowe@Lowe Wealth Advisors, Llc
| 0.07% | $144,446 1,634 shares@ 88.41 avg price | Increased 172.34% |
Allen A. Osgood, Jr.@Financial Freedom, Llc
| 0.08% | $135,185 1,529 shares@ 88.42 avg price | Increased 0.14% |
BRIAN RALEIGH@Raleigh Capital Management Inc.
| 0.02% | $47,243 534 shares@ 88.48 avg price | Increased 28.06% |
Stephanie Kelm@Rise Advisors, Llc
| 0.02% | $41,366 468 shares@ 88.39 avg price | Increased 0.43% |