How many shares of IWD does MONETA GROUP INVESTMENT ADVISORS LLC own?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC holds 353,038 shares of IWD (ISHARES RUSSELL 1000 VALUE E).

What is MONETA GROUP INVESTMENT ADVISORS LLC's IWD position worth?

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC's IWD position is worth $85.6M.

Is MONETA GROUP INVESTMENT ADVISORS LLC buying or selling IWD?

In 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC decreased their IWD position (-0.5% change in shares).

When did MONETA GROUP INVESTMENT ADVISORS LLC first buy IWD?

Based on available 13F filings, MONETA GROUP INVESTMENT ADVISORS LLC first reported a position in IWD in 2019-Q1. They have held the position across 30 quarters.

Back to

MONETA GROUP INVESTMENT ADVISORS LLC

IWD
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES RUSSELL 1000 VALUE E

Current Value

$85.6M

Current Shares

353,038

Total Value Change

+$83.1M

Total Shares Change

+332,526

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	353,038	-0.5%	$85.6M	0.6%	$241.55	0
2026-Q1	Increased	354,938	+7.8%	$75.8M	0.6%	$212.22	45
2025-Q4	Decreased	329,410	-0.3%	$69.3M	0.5%	$208.12	0
2025-Q3	Increased	330,241	+0.1%	$67.2M	0.5%	$200.48	42
2025-Q2	Increased	330,078	+1.7%	$64.1M	0.8%	$190.41	42
2025-Q1	Increased	324,419	+2.8%	$61M	0.8%	$183.64	43
2024-Q4	Increased	315,448	+0.8%	$58.4M	0.8%	$179.92	42
2024-Q3	Decreased	312,815	-2.4%	$59.4M	0.9%	$183.51	0
2024-Q2	Increased	320,461	+1.8%	$55.9M	0.9%	$167.78	42
2024-Q1	Increased	314,743	+26.4%	$56.4M	0.9%	$171.56	51
2023-Q4	Increased	248,996	+2.4%	$41.1M	0.8%	$157.59	42
2023-Q3	Increased	243,107	+4.8%	$36.9M	0.8%	$143.94	43
2023-Q2	Increased	232,029	+0.9%	$36.6M	0.8%	$148.69	41
2023-Q1	Increased	229,976	+17.3%	$35M	0.8%	$142.85	48
2022-Q4	Increased	196,049	+6.3%	$31.3M	0.9%	$141.54	43
2022-Q3	Decreased	184,514	-6.4%	$25.1M	1.0%	$126.13	0
2022-Q2	Increased	197,061	+65.3%	$28.6M	1.0%	$133.56	59
2022-Q1	Decreased	119,237	-3.1%	$19.8M	0.8%	$152.30	0
2021-Q4	Increased	123,045	+25.2%	$20.7M	0.8%	$153.43	49
2021-Q3	Increased	98,307	+31.1%	$15.4M	0.7%	$142.38	50
2021-Q2	Increased	75,009	+1.2%	$11.9M	0.5%	$143.56	40
2021-Q1	Increased	74,108	+139.2%	$11.2M	0.6%	$136.67	63
2020-Q4	Increased	30,981	+8.2%	$4.2M	0.3%	$122.79	35
2020-Q3	Increased	28,646	+9.7%	$3.4M	0.3%	$105.62	35
2020-Q2	Increased	26,105	+1.5%	$2.9M	0.3%	$100.08	32
2020-Q1	Decreased	25,711	-5.4%	$2.6M	0.3%	$87.60	0
2019-Q4	Increased	27,176	+24.0%	$3.7M	0.3%	$119.53	39
2019-Q3	Increased	21,909	+2.7%	$2.8M	0.3%	$111.37	32
2019-Q2	Increased	21,333	+4.0%	$2.7M	0.3%	$109.77	33
2019-Q1	First report	20,512	-	$2.5M	0.3%	$105.95	0

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

IWD30 quarters

IWD
30 quarters