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IWMIWM
30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in ISHARES RUSSELL 2000 ETF ETF

MONETA GROUP INVESTMENT ADVISORS LLC holds 238,291 shares of IWM (ISHARES RUSSELL 2000 ETF ETF), worth $71.6M as of 2026-Q2. The position was increased (+0.5% shares). IWM represents 0.5% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$71.6M

Current Shares

238,291

Total Value Change

+$34.6M

Total Shares Change

-3,273

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
238,291
+0.5%
$71.6M0.5%$300.45
42
2026-Q1
Increased
237,086
+3.4%
$58.8M0.4%$247.41
36
2025-Q4
Decreased
229,293
-1.2%
$56.4M0.4%$245.14
0
2025-Q3
Increased
232,113
+0.5%
$56.2M0.4%$240.15
35
2025-Q2
Increased
231,039
+1.1%
$49.9M0.6%$213.57
42
2025-Q1
Decreased
228,513
-25.4%
$45.6M0.6%$196.89
0
2024-Q4
Increased
306,230
+0.6%
$67.7M0.9%$217.60
42
2024-Q3
Increased
304,344
+1.5%
$67.2M1.0%$216.88
42
2024-Q2
Decreased
299,808
-0.2%
$60.8M1.0%$199.36
0
2024-Q1
Increased
300,337
+36.3%
$63.2M1.0%$206.07
61
2023-Q4
Decreased
220,311
-33.3%
$44.2M0.9%$196.17
0
2023-Q3
Increased
330,162
+1.2%
$58.4M1.3%$172.11
47
2023-Q2
Increased
326,341
+6.5%
$61.1M1.4%$180.76
50
2023-Q1
Increased
306,378
+13.2%
$54.7M1.3%$171.72
52
2022-Q4
Decreased
270,751
-8.4%
$51.9M1.4%$167.91
0
2022-Q3
Decreased
295,555
-10.6%
$48.7M1.9%$157.44
0
2022-Q2
Increased
330,474
+13.6%
$56M1.9%$160.85
53
2022-Q1
Decreased
290,802
-2.4%
$59.7M2.3%$194.44
0
2021-Q4
Increased
298,049
+3.0%
$66.3M2.7%$210.30
52
2021-Q3
Increased
289,454
+0.3%
$63.3M2.9%$206.17
51
2021-Q2
Increased
288,438
+36.1%
$66.2M3.0%$215.53
71
2021-Q1
Increased
211,931
+22.1%
$46.8M2.5%$207.30
60
2020-Q4
Increased
173,498
+0.3%
$34M2.4%$183.61
50
2020-Q3
Increased
172,969
+2.2%
$25.9M2.3%$139.84
50
2020-Q2
Decreased
169,186
-12.3%
$24.2M2.3%$133.16
0
2020-Q1
Decreased
192,818
-21.2%
$22.1M2.3%$106.09
0
2019-Q4
Decreased
244,589
-0.6%
$40.5M3.4%$153.39
0
2019-Q3
Increased
245,956
+2.2%
$37.2M3.5%$139.64
54
2019-Q2
Decreased
240,637
-0.4%
$37.4M3.7%$143.14
0
2019-Q1
New
241,564
-
$37M3.9%$140.43
80

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

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