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iShares Russell 2000 Index shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Index by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $44M 220k 200.71
2023-09-30 $58M 330k 176.74
2023-06-30 $61M 326k 187.27
2023-03-31 $55M 306k 178.40
2022-12-31 $58B 335M 174.36
2022-09-30 $49M 296k 164.92
2022-06-30 $56M 331k 169.36
2022-03-31 $60M 291k 205.27
2021-12-31 $66M 298k 222.45
2021-09-30 $63M 290k 218.75
2021-06-30 $66M 288k 229.37
2021-03-31 $47M 212k 220.94
2020-12-31 $34M 174k 196.06
2020-09-30 $26M 173k 149.79
2020-06-30 $24M 169k 143.18
2020-03-31 $22M 193k 114.46
2019-12-31 $41M 245k 165.67
2019-09-30 $37M 246k 151.34
2019-06-30 $37M 407k 91.94
2019-03-31 $37M 3.2k 11413.89
2018-12-31 $33M 243k 133.90
2018-09-30 $42M 251k 168.55
2018-06-30 $40M 246k 163.77
2018-03-31 $40M 266k 151.83
2017-12-31 $37M 241k 152.46
2017-09-30 $34M 231k 148.18
2017-06-30 $33M 233k 140.92
2017-03-31 $30M 219k 137.48
2016-12-31 $29M 217k 134.85
2016-09-30 $22M 181k 124.21
2016-06-30 $20M 177k 114.98
2016-03-31 $20M 177k 110.63
2015-12-31 $23M 201k 112.62
2015-09-30 $22M 201k 109.20
2015-06-30 $25M 196k 124.86
2015-03-31 $4.1M 33k 124.38
2014-12-31 $3.3M 28k 119.64
2014-09-30 $3.1M 28k 109.34
2014-06-30 $3.2M 27k 118.81
2014-03-31 $2.9M 25k 116.35
2013-12-31 $3.0M 26k 115.34
2013-09-30 $2.8M 27k 106.61
2013-06-30 $2.5M 26k 97.01
2013-03-31 $2.4M 26k 94.44
2012-12-31 $1.8M 22k 84.34
2012-09-30 $1.8M 21k 83.44
2012-06-30 $1.7M 21k 79.57
2012-03-31 $1.8M 22k 82.80
2011-12-31 $1.7M 23k 73.75
2011-09-30 $1.5M 23k 64.30
2011-06-30 $2.0M 24k 84.15
2011-03-31 $2.0M 24k 84.15
2010-12-31 $1.9M 24k 78.26

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 2000 Index

Citadel Advisors
Bank of America Corporation
Barclays
Goldman Sachs Group
Millennium Management
Wells Fargo & Company
Citigroup
UBS Group
Royal Bank of Canada
Rokos Capital Management
Healthcare Of Ontario Pension Plan Trust Fund
Parallax Volatility Advisers
Bank Of Montreal
Wolverine Trading
Balyasny Asset Management

View all funds holding iShares Russell 2000 Index