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