IWP

Ishares Russell Mid-cap Grow

Latest period2026 - Q2Total superinvestors123

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, 123 superinvestors own shares of Ishares Russell Mid-cap Grow (IWP), 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 Grow (IWP), 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 Grow (IWP) 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 Grow (IWP) 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 -18.97%
2.73%
$181.98M
1.243M shares@ 146.41 avg price
Loran Filson@Financial Advisory Corp
Recent Activity
Decreased -4.98%
14.45%
$108.921M
743,948 shares@ 146.42 avg price
Bradley D. Patrick@Cedar Mountain Advisors, Llc
Recent Activity
Increased 1.07%
6.97%
$40.439M
276,200 shares@ 146.42 avg price
Michael Leanza@Genwealth Group, Inc.
Recent Activity
New Position
4.76%
$30.49M
208,254 shares@ 146.41 avg price
Kevin J. Cremi@Rtd Financial Advisors, Inc.
Recent Activity
Increased 0.86%
3.13%
$28.614M
195,438 shares@ 146.42 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Increased 7.77%
3.78%
$22.61M
154,430 shares@ 146.41 avg price
Athena Konstantinidis@Congress Asset Management Co
Recent Activity
Decreased -50.41%
0.14%
$22.588M
154,279 shares@ 146.41 avg price
Rachel Vonbank@Falcon Wealth Planning
Recent Activity
Increased 3.48%
1.4%
$22.162M
151,371 shares@ 146.41 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Increased 4.18%
2.64%
$21.308M
145,534 shares@ 146.41 avg price
MICHAEL P. SCHMIDT@Diversified Management Inc
Recent Activity
Increased 0.98%
3.89%
$18.202M
124,322 shares@ 146.42 avg price

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