iShares Russell 2000 Value Index shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in iShares Russell 2000 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Value Index held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Value Index by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 98k | 166.82 |
| 2024-06-30 | $15M | 100k | 152.30 |
| 2024-03-31 | $17M | 105k | 158.81 |
| 2023-12-31 | $12M | 76k | 155.33 |
| 2023-09-30 | $11M | 78k | 135.55 |
| 2023-06-30 | $9.7M | 69k | 140.80 |
| 2023-03-31 | $9.4M | 69k | 137.02 |
| 2022-12-31 | $10B | 74M | 138.67 |
| 2022-09-30 | $9.4M | 73k | 128.93 |
| 2022-06-30 | $12M | 86k | 136.15 |
| 2022-03-31 | $12M | 72k | 161.40 |
| 2021-12-31 | $12M | 73k | 166.05 |
| 2021-09-30 | $12M | 74k | 160.23 |
| 2021-06-30 | $12M | 73k | 165.77 |
| 2021-03-31 | $12M | 77k | 159.47 |
| 2020-12-31 | $9.9M | 75k | 131.75 |
| 2020-09-30 | $9.3M | 94k | 99.33 |
| 2020-06-30 | $8.4M | 87k | 97.46 |
| 2020-03-31 | $20M | 244k | 82.03 |
| 2019-12-31 | $39M | 300k | 128.58 |
| 2019-09-30 | $36M | 305k | 119.41 |
| 2019-06-30 | $39M | 20k | 1938.21 |
| 2019-03-31 | $42M | 351k | 119.90 |
| 2018-12-31 | $40M | 369k | 107.54 |
| 2018-09-30 | $53M | 400k | 133.00 |
| 2018-06-30 | $57M | 424k | 133.51 |
| 2018-03-31 | $50M | 411k | 121.88 |
| 2017-12-31 | $42M | 336k | 125.75 |
| 2017-09-30 | $51M | 412k | 124.12 |
| 2017-06-30 | $42M | 350k | 118.87 |
| 2017-03-31 | $40M | 337k | 118.16 |
| 2016-12-31 | $40M | 334k | 118.94 |
| 2016-09-30 | $31M | 292k | 104.75 |
| 2016-06-30 | $26M | 272k | 97.29 |
| 2016-03-31 | $25M | 265k | 93.18 |
| 2015-12-31 | $25M | 266k | 91.95 |
| 2015-09-30 | $21M | 232k | 90.10 |
| 2015-06-30 | $23M | 229k | 101.96 |
| 2015-03-31 | $19M | 185k | 103.21 |
| 2014-12-31 | $19M | 182k | 101.68 |
| 2014-09-30 | $17M | 178k | 93.56 |
| 2014-06-30 | $18M | 177k | 103.26 |
| 2014-03-31 | $18M | 178k | 100.84 |
| 2013-12-31 | $18M | 180k | 99.50 |
| 2013-09-30 | $17M | 180k | 91.64 |
| 2013-06-30 | $16M | 181k | 85.90 |
| 2013-03-31 | $13M | 160k | 83.81 |
| 2012-12-31 | $6.3M | 84k | 75.51 |
| 2012-09-30 | $5.0M | 68k | 73.94 |
| 2012-06-30 | $4.9M | 69k | 70.40 |
| 2012-03-31 | $5.0M | 69k | 72.97 |
| 2011-12-31 | $4.4M | 68k | 65.64 |
| 2011-09-30 | $3.9M | 68k | 57.02 |
| 2011-06-30 | $5.9M | 79k | 75.38 |
| 2011-03-31 | $5.9M | 79k | 75.38 |
| 2010-12-31 | $5.6M | 79k | 71.09 |
More positions owned by Moneta Group Investment Advisors
View all positions for Moneta Group Investment Advisors
Top funds holding iShares Russell 2000 Value Index
View all funds holding iShares Russell 2000 Value Index