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IVW
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Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES TR

MONETA GROUP INVESTMENT ADVISORS LLC holds 1.3M shares of IVW (ISHARES TR), worth $145.4M as of 2026-Q1. The position was increased (+1.3% shares). IVW represents 1.1% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$145.4M

Current Shares

1.3M

Total Value Change

+$31.7M

Total Shares Change

+57,001

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+1.3%
$145.4M1.1%$118.67
48
2025-Q4
Decreased
1.3M
-1.8%
$156.5M1.2%$124.16
0
2025-Q3
Increased
1.3M
+2.4%
$156.1M1.2%$120.03
49
2025-Q2
Increased
1.3M
+1.1%
$139.1M1.7%$109.25
48
2025-Q1
Increased
1.2M
+5.5%
$116M1.6%$92.24
50
2024-Q4
Decreased
1.2M
-2.9%
$120.3M1.7%$101.96
0
2024-Q3
Decreased
1.2M
-0.7%
$116.8M1.7%$94.72
0
2024-Q2
Decreased
1.2M
-1.5%
$113.7M1.8%$91.87
0

Other major holders of IVW: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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