IWX

Ishares Russell Top 200 Valu

Latest period2024 - Q4Total superinvestors48

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, 48 superinvestors own shares of Ishares Russell Top 200 Valu (IWX), 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 Top 200 Valu (IWX), 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 Top 200 Valu (IWX) 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 Top 200 Valu (IWX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Sonya Newkirk@First Citizens Bank & Trust Co
Recent Activity
Decreased -8.6%
8.38%
$456.06M
5.771M shares@ 79.03 avg price
HANK MCCUE@Wilmington Savings Fund Society, Fsb
Recent Activity
Increased 5.74%
0.56%
$30.995M
392,187 shares@ 79.04 avg price
Nancy E Renshaw@Compton Wealth Advisory Group, Llc
Recent Activity
Increased 3.06%
5.05%
$19.539M
247,238 shares@ 79.04 avg price
Stephen Smith@Kestra Private Wealth Services, Llc
Recent Activity
Increased 2.23%
0.21%
$11.775M
148,992 shares@ 79.04 avg price
Aryn Sands@Horst & Graben Wealth Management Llc
Recent Activity
Increased 1.83%
1.8%
$10.109M
127,913 shares@ 79.04 avg price
Brooks Slaughter@Richard P Slaughter Associates Inc
Recent Activity
New Position
1.63%
$7.262M
91,892 shares@ 79.04 avg price
Curtis Packer@B.o.s.s. Retirement Advisors, Llc
Recent Activity
Increased 875.61%
1.68%
$5.986M
75,746 shares@ 79.04 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -0.88%
0.38%
$3.966M
50,179 shares@ 79.04 avg price
Charles Hamowy@Soa Wealth Advisors, Llc.
Recent Activity
Decreased -5.9%
0.57%
$3.086M
39,049 shares@ 79.03 avg price
Marc J. Pugsley@Foundations Investment Advisors, Llc
Recent Activity
Decreased -10.78%
0.04%
$1.648M
20,851 shares@ 79.03 avg price

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