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IVWIVW
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES S&P 500 GROWTH ETF

MONETA GROUP INVESTMENT ADVISORS LLC holds 1.3M shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $177.3M as of 2026-Q2. The position was increased (+0.2% shares). IVW represents 1.3% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$177.3M

Current Shares

1.3M

Total Value Change

+$168.1M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+0.2%
$177.3M1.3%$137.53
48
2026-Q1
Increased
1.3M
+1.3%
$145.4M1.1%$113.00
48
2025-Q4
Decreased
1.3M
-1.8%
$156.5M1.2%$123.04
0
2025-Q3
Increased
1.3M
+2.4%
$156.1M1.2%$120.38
49
2025-Q2
Increased
1.3M
+1.1%
$139.1M1.7%$109.66
48
2025-Q1
Increased
1.2M
+5.5%
$116M1.6%$92.36
50
2024-Q4
Decreased
1.2M
-2.9%
$120.3M1.7%$100.90
0
2024-Q3
Decreased
1.2M
-0.7%
$116.8M1.7%$95.03
0
2024-Q2
Decreased
1.2M
-1.5%
$113.7M1.8%$91.87
0
2024-Q1
Increased
1.2M
+46.9%
$105.3M1.7%$83.76
65
2023-Q4
Decreased
848,907
-0.5%
$63.8M1.3%$74.42
0
2023-Q3
Increased
853,068
+9.0%
$58.4M1.3%$67.61
51
2023-Q2
Increased
782,519
+22.0%
$55.2M1.2%$69.30
56
2023-Q1
Increased
641,211
+33.8%
$41M1.0%$62.68
53
2022-Q4
Decreased
479,340
-3.3%
$29.6M0.8%$57.32
0
2022-Q3
Decreased
495,454
-3.6%
$28.7M1.1%$56.46
0
2022-Q2
Increased
514,217
+42.0%
$31M1.1%$58.75
61
2022-Q1
Increased
362,124
+3.8%
$27.7M1.1%$74.23
47
2021-Q4
Increased
349,050
+2.4%
$29.2M1.2%$81.18
46
2021-Q3
Increased
340,752
+5.0%
$25.2M1.2%$71.63
47
2021-Q2
Increased
324,529
+15.3%
$23.6M1.1%$70.38
52
2021-Q1
Increased
281,539
+0.0%
$18.3M1.0%$62.93
40
2020-Q4
Increased
281,495
+0.8%
$18M1.3%$61.59
45
2020-Q3
Increased
279,263
+308.3%
$16.1M1.4%$55.62
72
2020-Q2
Increased
68,394
+17.7%
$14.2M1.3%$49.83
52
2020-Q1
Increased
58,098
+1.5%
$9.6M1.0%$39.54
39
2019-Q4
Increased
57,225
+4.7%
$11.1M0.9%$46.23
41
2019-Q3
Increased
54,674
+13.4%
$9.8M0.9%$42.60
44
2019-Q2
Decreased
48,209
-9.2%
$8.6M0.9%$42.47
0
2019-Q1
New
53,069
-
$9.1M1.0%$40.67
54

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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