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iShares S&P SmallCap 600 Index shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 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 S&P SmallCap 600 Index by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $168M 1.4M 116.96
2024-06-30 $151M 1.4M 106.66
2024-03-31 $153M 1.4M 110.52
2023-12-31 $151M 1.4M 108.25
2023-09-30 $81M 860k 94.33
2023-06-30 $80M 803k 99.65
2023-03-31 $70M 728k 96.70
2022-12-31 $70M 1.6k 44166.52
2022-09-30 $54M 622k 87.19
2022-06-30 $59M 641k 92.41
2022-03-31 $58M 534k 107.88
2021-12-31 $58M 509k 114.51
2021-09-30 $53M 485k 109.19
2021-06-30 $52M 460k 112.98
2021-03-31 $51M 469k 108.53
2020-12-31 $35M 382k 91.90
2020-09-30 $26M 367k 70.23
2020-06-30 $27M 389k 68.29
2020-03-31 $19M 341k 56.11
2019-12-31 $25M 302k 83.85
2019-09-30 $22M 281k 77.84
2019-06-30 $22M 63k 351.18
2019-03-31 $20M 258k 77.15
2018-12-31 $17M 246k 69.32
2018-09-30 $20M 231k 87.24
2018-06-30 $15M 203k 73.29
2018-03-31 $3.3M 43k 77.00
2017-12-31 $3.1M 40k 76.82
2017-09-30 $2.8M 37k 74.22
2017-06-30 $771k 11k 70.12
2015-09-30 $9.0k 87 103.45

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index