13F

IWS ISHARES RUSSELL MID-CAP VALU

2026Q1 · CUSIP 464287473

🟡 Fading · Price holds, watch
Holders
985
Δ holders QoQ
-4
Breadth percentile
Top 76%
Whale holders
135
Δ whales
+4
Inst. holding value
$11.1B
New positions
73
Closed positions
77
Price momentum (1Q)
Put / Call
2/4

Breadth history (34 quarters)

2018Q1: Δ+15 · h=504 2018Q2: Δ-9 · h=495 2018Q3: Δ+12 · h=507 2018Q4: Δ+23 · h=530 2019Q1: Δ+38 · h=568 2019Q2: Δ-23 · h=545 2019Q3: Δ-4 · h=541 2019Q4: Δ+82 · h=623 2020Q1: Δ-90 · h=533 2020Q2: Δ+8 · h=541 2020Q3: Δ+0 · h=541 2020Q4: Δ+92 · h=633 2021Q1: Δ+24 · h=657 2021Q2: Δ+16 · h=673 2021Q3: Δ+1 · h=674 2021Q4: Δ+110 · h=784 2022Q1: Δ-16 · h=768 2022Q2: Δ-7 · h=761 2022Q3: Δ-14 · h=747 2022Q4: Δ+85 · h=832 2023Q1: Δ-36 · h=796 2023Q2: Δ+3 · h=799 2023Q3: Δ-13 · h=786 2023Q4: Δ+66 · h=852 2024Q1: Δ+1 · h=853 2024Q2: Δ+3 · h=856 2024Q3: Δ+25 · h=881 2024Q4: Δ+66 · h=947 2025Q1: Δ-27 · h=920 2025Q2: Δ-2 · h=918 2025Q3: Δ+16 · h=934 2025Q4: Δ+55 · h=989 2026Q1: Δ-4 · h=985 2018Q1: holders=504 2018Q2: holders=495 2018Q3: holders=507 2018Q4: holders=530 2019Q1: holders=568 2019Q2: holders=545 2019Q3: holders=541 2019Q4: holders=623 2020Q1: holders=533 2020Q2: holders=541 2020Q3: holders=541 2020Q4: holders=633 2021Q1: holders=657 2021Q2: holders=673 2021Q3: holders=674 2021Q4: holders=784 2022Q1: holders=768 2022Q2: holders=761 2022Q3: holders=747 2022Q4: holders=832 2023Q1: holders=796 2023Q2: holders=799 2023Q3: holders=786 2023Q4: holders=852 2024Q1: holders=853 2024Q2: holders=856 2024Q3: holders=881 2024Q4: holders=947 2025Q1: holders=920 2025Q2: holders=918 2025Q3: holders=934 2025Q4: holders=989 2026Q1: holders=985 -110 -55 +0 +55 +110 4457421039 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 14 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 9%
2024Q4 Top 7%
2024Q3 Top 13%
2023Q4 Top 7%
2022Q4 Top 3%
2021Q4 Top 3%
2021Q2 Top 18%
2021Q1 Top 14%
2020Q4 Top 5%
2019Q4 Top 4%
2019Q1 Top 6%
2018Q4 Top 10%
2018Q3 Top 20%
2018Q1 Top 15%
Put holders / Call holders: 2 / 4