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

MONETA GROUP INVESTMENT ADVISORS LLC holds 354,938 shares of IWD (ISHARES TR), worth $75.8M as of 2026-Q1. The position was increased (+7.8% shares). IWD represents 0.6% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$75.8M

Current Shares

354,938

Total Value Change

+$19.9M

Total Shares Change

+34,477

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
354,938
+7.8%
$75.8M0.6%$222.27
45
2025-Q4
Decreased
329,410
-0.3%
$69.3M0.5%$211.94
0
2025-Q3
Increased
330,241
+0.1%
$67.2M0.5%$202.24
42
2025-Q2
Increased
330,078
+1.7%
$64.1M0.8%$191.58
42
2025-Q1
Increased
324,419
+2.8%
$61M0.8%$183.74
43
2024-Q4
Increased
315,448
+0.8%
$58.4M0.8%$181.36
42
2024-Q3
Decreased
312,815
-2.4%
$59.4M0.9%$184.97
0
2024-Q2
Increased
320,461
+1.8%
$55.9M0.9%$169.57
42

Other major holders of IWD: BANK OF AMERICA CORP /DE/

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