Ishares Russell Top 200 Valu
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, 19 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
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Jacob Godfrey@International Assets Investment Management, Llc
| 0% | $591,000 48,031 shares@ 12.31 avg price | Exited |
Thomas J Bellaro@Park Avenue Securities Llc
| 0% | $3.491M 42,950 shares@ 81.29 avg price | Exited |
Aryn Sands@Kelly Financial Services Llc
| 0% | $1.823M 22,436 shares@ 81.27 avg price | Exited |
Richard K. Oring@New Century Financial Group, Llc
| 0% | $1.029M 12,657 shares@ 81.27 avg price | Exited |
Jeffrey A. Smith@Atomi Financial Group, Inc.
| 0% | $639,026 7,863 shares@ 81.27 avg price | Exited |