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IWM
Showing 8 of 29 quarters

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

MONETA GROUP INVESTMENT ADVISORS LLC holds 237,086 shares of IWM (ISHARES TR), worth $58.8M as of 2026-Q1. The position was increased (+3.4% shares). IWM represents 0.4% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$58.8M

Current Shares

237,086

Total Value Change

-$2M

Total Shares Change

-62,722

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
237,086
+3.4%
$58.8M0.4%$259.24
36
2025-Q4
Decreased
229,293
-1.2%
$56.4M0.4%$248.03
0
2025-Q3
Increased
232,113
+0.5%
$56.2M0.4%$240.81
35
2025-Q2
Increased
231,039
+1.1%
$49.9M0.6%$214.15
42
2025-Q1
Decreased
228,513
-25.4%
$45.6M0.6%$198.67
0
2024-Q4
Increased
306,230
+0.6%
$67.7M0.9%$218.23
42
2024-Q3
Increased
304,344
+1.5%
$67.2M1.0%$217.23
42
2024-Q2
Decreased
299,808
-0.2%
$60.8M1.0%$199.36
0

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

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