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 TR RUSSELL 1000 VALUE INDEX FUND).

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.

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MONETA GROUP INVESTMENT ADVISORS LLC

IWD
30 quarters

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

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%	$242.43	0
2026-Q1	Increased	354,938	+7.8%	$75.8M	0.6%	$222.27	45
2025-Q4	Decreased	329,410	-0.3%	$69.3M	0.5%	$211.94	0
2025-Q3	Increased	330,241	+0.1%	$67.2M	0.5%	$202.24	42
2025-Q2	Increased	330,078	+1.7%	$64.1M	0.8%	$191.58	42
2025-Q1	Increased	324,419	+2.8%	$61M	0.8%	$183.74	43
2024-Q4	Increased	315,448	+0.8%	$58.4M	0.8%	$181.36	42
2024-Q3	Decreased	312,815	-2.4%	$59.4M	0.9%	$184.97	0
2024-Q2	Increased	320,461	+1.8%	$55.9M	0.9%	$169.57	42
2024-Q1	Increased	314,743	+26.4%	$56.4M	0.9%	$173.38	51
2023-Q4	Increased	248,996	+2.4%	$41.1M	0.8%	$159.27	42
2023-Q3	Increased	243,107	+4.8%	$36.9M	0.8%	$145.47	43
2023-Q2	Increased	232,029	+0.9%	$36.6M	0.8%	$149.02	41
2023-Q1	Increased	229,976	+17.3%	$35M	0.8%	$142.61	48
2022-Q4	Increased	196,049	+6.3%	$31.3M	0.9%	$143.05	43
2022-Q3	Decreased	184,514	-6.4%	$25.1M	1.0%	$128.83	0
2022-Q2	Increased	197,061	+65.3%	$28.6M	1.0%	$135.92	59
2022-Q1	Decreased	119,237	-3.1%	$19.8M	0.8%	$156.21	0
2021-Q4	Increased	123,045	+25.2%	$20.7M	0.8%	$155.10	49
2021-Q3	Increased	98,307	+31.1%	$15.4M	0.7%	$146.13	50
2021-Q2	Increased	75,009	+1.2%	$11.9M	0.5%	$144.62	40
2021-Q1	Increased	74,108	+139.2%	$11.2M	0.6%	$138.64	63
2020-Q4	Increased	30,981	+8.2%	$4.2M	0.3%	$123.15	35
2020-Q3	Increased	28,646	+9.7%	$3.4M	0.3%	$105.97	35
2020-Q2	Increased	26,105	+1.5%	$2.9M	0.3%	$100.03	32
2020-Q1	Decreased	25,711	-5.4%	$2.6M	0.3%	$90.18	0
2019-Q4	Increased	27,176	+24.0%	$3.7M	0.3%	$120.46	39
2019-Q3	Increased	21,909	+2.7%	$2.8M	0.3%	$112.30	32
2019-Q2	Increased	21,333	+4.0%	$2.7M	0.3%	$110.94	33
2019-Q1	New	20,512	-	$2.5M	0.3%	$107.08	43

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

IWD30 quarters

IWD
30 quarters