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iShares Russell 1000 Value Index shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value Index held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 1000 Value Index by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $41M 249k 165.25
2023-09-30 $37M 243k 151.82
2023-06-30 $37M 232k 157.83
2023-03-31 $35M 230k 152.26
2022-12-31 $34B 223M 151.65
2022-09-30 $25M 185k 135.99
2022-06-30 $29M 197k 144.97
2022-03-31 $20M 119k 165.98
2021-12-31 $21M 123k 167.93
2021-09-30 $15M 98k 156.51
2021-06-30 $12M 75k 158.62
2021-03-31 $11M 74k 151.55
2020-12-31 $4.2M 31k 136.73
2020-09-30 $3.4M 29k 118.13
2020-06-30 $2.9M 26k 112.62
2020-03-31 $2.5M 26k 99.18
2019-12-31 $3.7M 27k 136.48
2019-09-30 $2.8M 22k 128.26
2019-06-30 $2.7M 15k 182.22
2019-03-31 $2.5M 21k 118.13
2018-12-31 $2.2M 20k 111.05
2018-09-30 $2.5M 19k 126.62
2018-06-30 $2.4M 20k 121.40
2018-03-31 $2.6M 22k 119.98
2017-12-31 $2.7M 22k 124.35
2017-09-30 $2.6M 22k 118.51
2017-06-30 $2.2M 19k 116.42
2017-03-31 $2.2M 19k 114.96
2016-12-31 $2.1M 18k 112.05
2016-09-30 $1.9M 18k 105.60
2016-06-30 $1.8M 18k 103.26
2016-03-31 $1.5M 15k 98.82
2015-12-31 $1.3M 14k 97.85
2015-09-30 $1.3M 14k 93.28
2015-06-30 $1.4M 14k 103.15
2015-03-31 $767k 7.4k 103.02
2014-12-31 $699k 6.7k 104.41
2014-09-30 $670k 6.7k 100.07
2014-06-30 $678k 6.7k 101.27
2014-03-31 $588k 6.1k 96.47
2013-12-31 $468k 5.0k 94.07
2013-09-30 $429k 5.0k 86.23
2013-06-30 $417k 5.0k 83.82
2013-03-31 $379k 4.7k 81.24
2012-12-31 $268k 3.7k 72.93
2012-09-30 $368k 5.1k 72.20
2012-06-30 $442k 6.5k 68.19
2012-03-31 $454k 6.5k 70.04
2011-12-31 $238k 3.8k 63.35
2011-09-30 $271k 4.8k 56.49
2011-06-30 $504k 7.3k 68.61
2011-03-31 $504k 7.3k 68.61
2010-12-31 $448k 6.9k 64.87

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares Russell 1000 Value Index

Bank of America Corporation
Goldman Sachs Group
Jpmorgan Chase & Co
UBS Group
Wells Fargo & Company
M^T Bank Corporation
Baird Financial
Raymond James & Associates
Pnc Financial Services
Branch Banking & Trust Company
Royal Bank of Canada
Jasper Ridge Partners
Commonwealth Equity Services
GLOBALT Investments LLC / GA
Stifel Financial

View all funds holding iShares Russell 1000 Value Index