Back to MONETA GROUP INVESTMENT ADVISORS LLC MONETA GROUP INVESTMENT ADVISORS LLC

IJRIJR
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES CORE S&P SMALL-CAP ETF ETF

MONETA GROUP INVESTMENT ADVISORS LLC holds 1.5M shares of IJR (ISHARES CORE S&P SMALL-CAP ETF ETF), worth $219.8M as of 2026-Q2. The position was increased (+0.9% shares). IJR represents 1.6% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$219.8M

Current Shares

1.5M

Total Value Change

+$199.9M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+0.9%
$219.8M1.6%$148.31
49
2026-Q1
Decreased
1.5M
-0.2%
$182.5M1.4%$123.94
0
2025-Q4
Decreased
1.5M
-0.5%
$176.8M1.3%$119.63
0
2025-Q3
Increased
1.5M
+1.2%
$175.7M1.4%$117.74
48
2025-Q2
Increased
1.5M
+1.7%
$159.7M1.9%$107.88
49
2025-Q1
Decreased
1.4M
-2.0%
$150.3M2.1%$102.84
0
2024-Q4
Increased
1.5M
+2.3%
$168.9M2.4%$112.97
53
2024-Q3
Increased
1.4M
+0.9%
$167.6M2.4%$113.62
52
2024-Q2
Increased
1.4M
+2.3%
$151.4M2.4%$103.63
53
2024-Q1
Decreased
1.4M
-0.4%
$153.4M2.5%$107.00
0
2023-Q4
Increased
1.4M
+62.1%
$150.9M3.0%$104.48
75
2023-Q3
Increased
859,715
+7.0%
$81.1M1.8%$90.81
50
2023-Q2
Increased
803,267
+10.3%
$80M1.8%$95.03
52
2023-Q1
Increased
728,225
+21.1%
$70.4M1.7%$91.88
56
2022-Q4
Decreased
601,430
-3.2%
$62.3M1.7%$90.02
0
2022-Q3
Decreased
621,459
-3.0%
$54.2M2.1%$82.21
0
2022-Q2
Increased
641,002
+20.1%
$59.2M2.0%$86.68
60
2022-Q1
Increased
533,621
+4.8%
$57.6M2.3%$100.90
53
2021-Q4
Increased
508,925
+5.0%
$58.3M2.4%$106.93
53
2021-Q3
Increased
484,568
+5.3%
$52.9M2.4%$101.30
53
2021-Q2
Decreased
459,966
-1.9%
$52M2.4%$104.34
0
2021-Q1
Increased
468,663
+22.7%
$50.9M2.7%$100.01
61
2020-Q4
Increased
381,948
+4.2%
$35.1M2.5%$84.47
52
2020-Q3
Decreased
366,738
-5.6%
$25.8M2.2%$64.37
0
2020-Q2
Increased
388,651
+13.9%
$26.5M2.5%$62.34
56
2020-Q1
Increased
341,169
+13.0%
$19.1M2.0%$51.04
50
2019-Q4
Increased
301,813
+7.4%
$25.3M2.1%$76.03
53
2019-Q3
Decreased
281,102
-0.7%
$21.9M2.0%$70.40
0
2019-Q2
Increased
282,997
+9.9%
$22.2M2.2%$70.59
54
2019-Q1
New
257,602
-
$19.9M2.1%$69.34
73

Other major holders of IJR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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