Moneta Group Investment Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Value Index by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
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 $56M 423k 131.92
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

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 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index