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

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC holds 1.1M shares of IWF (ISHARES TR).

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

As of 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC's IWF position is worth $136M.

Is MONETA GROUP INVESTMENT ADVISORS LLC buying or selling IWF?

In 2026-Q2, MONETA GROUP INVESTMENT ADVISORS LLC decreased their IWF position (-0.1% change in shares).

When did MONETA GROUP INVESTMENT ADVISORS LLC first buy IWF?

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

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MONETA GROUP INVESTMENT ADVISORS LLC

IWF
30 quarters

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

Current Value

$136M

Current Shares

1.1M

Total Value Change

+$134.3M

Total Shares Change

+1.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.1M	-0.1%	$136M	1.0%	$124.17	0
2026-Q1	Increased	1.1M	+328.3%	$116.8M	0.9%	$106.51	68
2025-Q4	Decreased	255,913	-2.7%	$121.1M	0.9%	$118.12	0
2025-Q3	Decreased	262,935	-2.6%	$123.2M	1.0%	$116.78	0
2025-Q2	Increased	270,073	+1.5%	$114.7M	1.4%	$105.75	48
2025-Q1	Increased	265,996	+2.5%	$96M	1.3%	$89.85	48
2024-Q4	Increased	259,446	+0.0%	$104.2M	1.5%	$99.82	47
2024-Q3	Decreased	259,415	-3.6%	$97.4M	1.4%	$93.21	0
2024-Q2	Decreased	269,036	-1.6%	$98.1M	1.6%	$90.38	0
2024-Q1	Increased	273,448	+27.4%	$92.2M	1.5%	$83.47	58
2023-Q4	Increased	214,613	+2.1%	$65.1M	1.3%	$74.98	47
2023-Q3	Decreased	210,185	-0.1%	$55.9M	1.3%	$65.66	0
2023-Q2	Increased	210,405	+2.7%	$57.9M	1.3%	$67.80	48
2023-Q1	Increased	204,830	+12.5%	$50M	1.2%	$60.11	52
2022-Q4	Increased	182,006	+18.8%	$42.3M	1.2%	$52.59	54
2022-Q3	Decreased	153,208	-9.9%	$32.2M	1.2%	$51.52	0
2022-Q2	Increased	169,995	+73.3%	$37.2M	1.3%	$53.40	69
2022-Q1	Increased	98,120	+1.5%	$27.2M	1.1%	$67.68	46
2021-Q4	Increased	96,662	+13.6%	$29.5M	1.2%	$74.39	51
2021-Q3	Increased	85,057	+25.8%	$23.3M	1.1%	$66.62	55
2021-Q2	Increased	67,611	+1.3%	$18.4M	0.8%	$65.89	40
2021-Q1	Increased	66,775	+129.6%	$16.2M	0.9%	$58.92	64
2020-Q4	Increased	29,079	+2.9%	$7M	0.5%	$58.37	40
2020-Q3	Increased	28,259	+2.8%	$6.1M	0.5%	$52.42	39
2020-Q2	Increased	27,497	+2.9%	$5.3M	0.5%	$46.30	39
2020-Q1	Decreased	26,711	-13.1%	$4M	0.4%	$36.26	0
2019-Q4	Increased	30,747	+29.8%	$5.4M	0.5%	$42.22	41
2019-Q3	Increased	23,680	+57.1%	$3.8M	0.4%	$38.21	45
2019-Q2	Increased	15,076	+32.0%	$2.4M	0.2%	$37.53	40
2019-Q1	First report	11,423	-	$1.7M	0.2%	$36.00	0

Other major holders of IWF: MORGAN STANLEY, BANK OF AMERICA CORP /DE/

IWF30 quarters

IWF
30 quarters