IWX

Ishares Russell Top 200 Valu

Latest period2024 - Q4Total superinvestors19

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
James Landry@Pallas Capital Advisors Llc
Recent Activity
0.02%
$297,785
3,768 shares@ 79.03 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Decreased -34.91%
0.03%
$279,924
3,542 shares@ 79.03 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Increased 6.15%
0.05%
$263,695
3,314 shares@ 79.58 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
0.01%
$258,000
3,268 shares@ 78.95 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
New Position
0.01%
$248,233
3,141 shares@ 79.03 avg price
Aryn Sands@Mason & Associates, Llc
Recent Activity
Decreased -30.42%
0.07%
$201,368
2,548 shares@ 79.03 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
0.01%
$118,545
1,500 shares@ 79.03 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
0.01%
$23,235
294 shares@ 79.04 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 1.5%
0.01%
$5,374
68 shares@ 79.03 avg price