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

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap 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 Midcap Value Index by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 112k 116.29
2023-09-30 $10M 100k 104.34
2023-06-30 $9.5M 87k 109.84
2023-03-31 $8.9M 84k 106.20
2022-12-31 $8.9B 85M 105.34
2022-09-30 $6.8M 71k 96.05
2022-06-30 $7.9M 78k 101.57
2022-03-31 $4.9M 41k 119.64
2021-12-31 $4.9M 40k 122.38
2021-09-30 $4.5M 40k 113.25
2021-06-30 $4.6M 40k 114.98
2021-03-31 $4.2M 39k 109.30
2020-12-31 $3.7M 38k 96.96
2020-09-30 $3.0M 37k 80.84
2020-06-30 $762k 10k 76.53
2020-03-31 $543k 8.5k 64.09
2019-12-31 $642k 6.8k 94.77
2019-09-30 $560k 6.2k 89.70
2019-06-30 $1.2M 98 12744.90
2019-03-31 $1.4M 12k 112.15
2018-12-31 $1.2M 15k 76.35
2018-09-30 $1.3M 14k 90.24
2018-06-30 $1.3M 15k 89.49
2018-03-31 $1.4M 16k 86.43
2017-12-31 $1.4M 16k 89.16
2017-09-30 $1.4M 16k 84.91
2017-06-30 $1.1M 13k 84.10
2017-03-31 $1.0M 13k 82.97
2016-12-31 $1.0M 13k 80.40
2016-09-30 $1.1M 14k 76.81
2016-06-30 $990k 13k 74.30
2016-03-31 $965k 14k 70.96
2015-12-31 $812k 12k 68.67
2015-09-30 $793k 12k 67.06
2015-06-30 $872k 12k 73.74
2015-03-31 $576k 7.7k 75.23
2014-12-31 $495k 6.7k 73.69
2014-09-30 $447k 6.4k 69.93
2014-06-30 $464k 6.4k 72.59
2014-03-31 $358k 5.2k 68.69
2013-12-31 $385k 5.9k 65.68
2013-09-30 $357k 5.9k 60.90
2013-06-30 $307k 5.3k 58.01
2012-06-30 $296k 6.4k 46.34
2012-03-31 $307k 6.4k 48.07
2011-12-31 $204k 4.7k 43.39
2011-09-30 $237k 6.2k 38.49
2011-06-30 $956k 20k 48.16
2011-03-31 $956k 20k 48.16
2010-12-31 $879k 20k 45.01

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 Midcap Value Index

Tiaa Trust, National Association
Bank of America Corporation
Wells Fargo & Company
Us Bancorp
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Commerce Bank N A
Royal Bank of Canada
Commonwealth Equity Services
Betterment
UBS Group
Pnc Financial Services
Victory Capital Management
ZB
Cassaday & Co Wealth Management

View all funds holding iShares Russell Midcap Value Index