IWY

Ishares Russell Top 200 Grow

Latest period2024 - Q4Total superinvestors74

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, 74 superinvestors own shares of Ishares Russell Top 200 Grow (IWY), 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 Grow (IWY), 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 Grow (IWY) 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 Grow (IWY) 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
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 20.63%
0.06%
$880,663
3,743 shares@ 235.29 avg price
Randall Eli Joseph@Secure Asset Management, Llc
Recent Activity
Increased 35.9%
0.11%
$670,770
2,851 shares@ 235.28 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Increased 0.12%
0.27%
$603,477
2,565 shares@ 235.28 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 4.77%
0.07%
$589,674
2,506 shares@ 235.31 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Increased 0.06%
0.08%
$395,678
1,682 shares@ 235.25 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
Increased 0.07%
0.12%
$384,539
1,634 shares@ 235.34 avg price
John A. Zaro, III@Bourgeon Capital Management Llc
Recent Activity
Increased 0.14%
0.07%
$359,251
1,527 shares@ 235.27 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 4.73%
0.04%
$339,259
1,442 shares@ 235.27 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 2.87%
0.04%
$228,448
971 shares@ 235.28 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
Increased 66.05%
0.02%
$63,288
269 shares@ 235.28 avg price