IWS

Ishares Russell Mid-cap Valu

Latest period2026 - Q2Total superinvestors102

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 102 superinvestors own shares of Ishares Russell Mid-cap Valu (IWS), 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 Mid-cap Valu (IWS), 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 Mid-cap Valu (IWS) 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 Mid-cap Valu (IWS) 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 -9.66%
5.93%
$396.469M
2.409M shares@ 164.6 avg price
Bradley D. Patrick@Cedar Mountain Advisors, Llc
Recent Activity
Increased 0.45%
7.17%
$41.597M
252,713 shares@ 164.6 avg price
Kevin J. Cremi@Rtd Financial Advisors, Inc.
Recent Activity
Increased 0.42%
2.58%
$23.654M
143,704 shares@ 164.6 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Decreased -0.06%
1.01%
$8.739M
53,012 shares@ 164.85 avg price
J. Chad Jordan@Processus Wealth & Capital Management, Llc
Recent Activity
Increased 1.56%
4.5%
$7.672M
46,612 shares@ 164.6 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 1.39%
1.14%
$6.787M
41,232 shares@ 164.6 avg price
Aryn Sands@Focus Financial Network, Inc.
Recent Activity
Increased 1.3%
0.18%
$5.504M
33,437 shares@ 164.6 avg price
Rachel Vonbank@Falcon Wealth Planning
Recent Activity
Increased 23.45%
0.34%
$5.302M
32,213 shares@ 164.61 avg price
Michael Haskins@Lwm Advisors Inc
Recent Activity
Decreased -3.9%
3.86%
$5.176M
31,446 shares@ 164.61 avg price
John Chandler@City Holding Co
Recent Activity
Increased 5.39%
0.53%
$4.684M
28,459 shares@ 164.6 avg price

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