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iShares S&P 500 Growth Index shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in iShares S&P 500 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Growth 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 500 Growth Index by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $156M 1.3M 120.72
2025-06-30 $139M 1.3M 110.10
2025-03-31 $116M 1.2M 92.83
2024-12-31 $120M 1.2M 101.53
2024-09-30 $117M 1.2M 95.75
2024-06-30 $114M 1.2M 92.54
2024-03-31 $105M 1.2M 84.44
2023-12-31 $64M 849k 75.10
2023-09-30 $58M 853k 68.42
2023-06-30 $55M 783k 70.48
2023-03-31 $41M 641k 63.89
2022-12-31 $32M 1.6k 20438.06
2022-09-30 $29M 496k 57.85
2022-06-30 $31M 514k 60.35
2022-03-31 $28M 362k 76.38
2021-12-31 $29M 349k 83.67
2021-09-30 $25M 341k 73.91
2021-06-30 $24M 325k 72.73
2021-03-31 $18M 282k 65.11
2020-12-31 $18M 282k 63.82
2020-09-30 $16M 279k 57.77
2020-06-30 $14M 68k 207.49
2020-03-31 $9.6M 58k 165.05
2019-12-31 $11M 57k 193.64
2019-09-30 $9.8M 55k 180.03
2019-06-30 $8.6M 19k 467.16
2019-03-31 $9.1M 29k 317.41
2018-12-31 $12M 77k 150.67
2018-09-30 $14M 80k 177.17
2018-06-30 $15M 1.3M 10.94
2018-03-31 $12M 77k 155.08
2017-12-31 $12M 76k 152.77
2017-09-30 $11M 80k 143.41
2017-06-30 $13M 93k 136.85
2017-03-31 $8.4M 64k 131.53
2016-12-31 $7.9M 65k 121.78
2016-09-30 $7.7M 63k 121.66
2016-06-30 $6.7M 58k 116.57
2016-03-31 $6.2M 53k 115.89
2015-12-31 $5.6M 49k 115.79
2015-09-30 $5.3M 49k 107.81
2015-06-30 $5.5M 48k 113.86
2015-03-31 $6.9M 60k 113.95
2014-12-31 $6.6M 59k 111.59
2014-09-30 $6.3M 59k 106.82
2014-06-30 $6.3M 60k 105.18
2014-03-31 $5.9M 59k 99.83
2013-12-31 $6.0M 61k 98.75
2013-09-30 $5.3M 60k 89.37
2013-06-30 $5.1M 61k 84.02
2013-03-31 $4.9M 60k 82.37
2012-12-31 $4.2M 55k 75.74
2012-09-30 $4.0M 51k 77.85
2012-06-30 $3.8M 52k 73.51
2012-03-31 $3.8M 51k 75.37
2011-12-31 $3.3M 49k 67.43
2011-09-30 $2.5M 41k 61.23
2011-06-30 $2.5M 37k 68.72
2011-03-31 $2.5M 37k 68.72
2010-12-31 $2.8M 43k 65.65

More positions owned by Moneta Group Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Archer Daniels Midland Company (ADM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index