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
Other major holders of IWM: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 237,086 |
+3.4% |
| $58.8M |
| 0.4% |
| $259.24 |
36 |
| 2025-Q4 | Decreased | 229,293 | -1.2% | $56.4M | 0.4% | $248.03 | 0 |
| 2025-Q3 | Increased | 232,113 | +0.5% | $56.2M | 0.4% | $240.81 | 35 |
| 2025-Q2 | Increased | 231,039 | +1.1% | $49.9M | 0.6% | $214.15 | 42 |
| 2025-Q1 | Decreased | 228,513 | -25.4% | $45.6M | 0.6% | $198.67 | 0 |
| 2024-Q4 | Increased | 306,230 | +0.6% | $67.7M | 0.9% | $218.23 | 42 |
| 2024-Q3 | Increased | 304,344 | +1.5% | $67.2M | 1.0% | $217.23 | 42 |
| 2024-Q2 | Decreased | 299,808 | -0.2% | $60.8M | 1.0% | $199.36 | 0 |