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 |
|---|---|---|---|
Nancy E Renshaw@Compton Wealth Advisory Group, Llc
| 5.05% | $19.539M 247,238 shares@ 79.04 avg price | Increased 3.06% |
Aryn Sands@Signal Advisors Wealth, Llc
| 0.12% | $1.055M 13,353 shares@ 79.04 avg price | Increased 12.55% |
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
| 0.05% | $263,695 3,314 shares@ 79.58 avg price | Increased 6.15% |
Eric Hamilton@Avior Wealth Management, Llc
| 0.01% | $5,374 68 shares@ 79.03 avg price | Increased 1.5% |