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SCZSCZ
30 quarters

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

MONETA GROUP INVESTMENT ADVISORS LLC holds 530,040 shares of SCZ (ISHARES TR), worth $43.6M as of 2026-Q2. The position was increased (+13.0% shares). SCZ represents 0.3% of MONETA GROUP INVESTMENT ADVISORS LLC's portfolio.

Current Value

$43.6M

Current Shares

530,040

Total Value Change

-$14.4M

Total Shares Change

-480,336

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
530,040
+13.0%
$43.6M0.3%$82.27
39
2026-Q1
Increased
469,189
+5.0%
$36.8M0.3%$77.33
36
2025-Q4
Decreased
446,904
-4.6%
$34.6M0.3%$76.46
0
2025-Q3
Decreased
468,555
-0.5%
$35.9M0.3%$74.22
0
2025-Q2
Decreased
470,679
-0.6%
$34.2M0.4%$70.31
0
2025-Q1
Increased
473,295
+2.8%
$30.1M0.4%$60.54
35
2024-Q4
Decreased
460,339
-2.8%
$28M0.4%$57.89
0
2024-Q3
Decreased
473,588
-1.2%
$32.1M0.5%$63.26
0
2024-Q2
Decreased
479,306
-0.0%
$29.5M0.5%$58.40
0
2024-Q1
Increased
479,448
+16.3%
$30.4M0.5%$59.16
40
2023-Q4
Increased
412,347
+0.1%
$25.5M0.5%$57.82
40
2023-Q3
Increased
411,973
+2.6%
$23.3M0.5%$52.04
41
2023-Q2
Increased
401,350
+8.7%
$23.7M0.5%$53.60
44
2023-Q1
Increased
369,158
+21.5%
$22M0.5%$53.19
48
2022-Q4
Decreased
303,833
-8.6%
$18.6M0.5%$51.18
0
2022-Q3
Decreased
332,247
-6.8%
$16.2M0.6%$43.60
0
2022-Q2
Increased
356,366
+10.0%
$19.5M0.7%$48.79
44
2022-Q1
Increased
324,058
+7.1%
$21.5M0.8%$58.20
43
2021-Q4
Increased
302,586
+2.0%
$22.1M0.9%$64.12
41
2021-Q3
Increased
296,761
+6.1%
$22.1M1.0%$63.98
48
2021-Q2
Increased
279,760
+5.9%
$20.7M1.0%$63.77
43
2021-Q1
Increased
264,101
+49.0%
$19M1.0%$61.20
62
2020-Q4
Increased
177,235
+1.5%
$12.1M0.9%$58.23
40
2020-Q3
Decreased
174,555
-14.4%
$10.3M0.9%$49.88
0
2020-Q2
Decreased
203,842
-63.6%
$10.9M1.0%$45.34
0
2020-Q1
Decreased
560,785
-30.8%
$25.1M2.6%$37.52
0
2019-Q4
Decreased
810,292
-5.0%
$50.5M4.2%$52.56
0
2019-Q3
Decreased
852,787
-6.5%
$48.8M4.6%$47.28
0
2019-Q2
Decreased
911,829
-9.8%
$52.3M5.2%$47.73
0
2019-Q1
New
1M
-
$58M6.1%$46.99
91

Other major holders of SCZ: JONES FINANCIAL COMPANIES LLLP

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