Moneta Group Investment Advisors »

iShares Russell 2000 Growth Index shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Growth Index (IWO) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in iShares Russell 2000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Growth 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 Growth Index by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $21M 85k 252.22
2023-09-30 $19M 85k 224.15
2023-06-30 $20M 82k 242.66
2023-03-31 $18M 80k 226.82
2022-12-31 $18B 85M 214.52
2022-09-30 $16M 77k 206.59
2022-06-30 $18M 88k 206.31
2022-03-31 $19M 72k 255.75
2021-12-31 $21M 72k 293.05
2021-09-30 $22M 74k 293.59
2021-06-30 $23M 73k 311.69
2021-03-31 $22M 72k 300.74
2020-12-31 $21M 71k 286.70
2020-09-30 $17M 74k 221.52
2020-06-30 $14M 69k 206.87
2020-03-31 $14M 88k 158.17
2019-12-31 $20M 91k 214.22
2019-09-30 $18M 92k 192.73
2019-06-30 $20M 1.1k 17718.55
2019-03-31 $19M 259 73756.76
2018-12-31 $17M 100k 168.00
2018-09-30 $24M 111k 215.08
2018-06-30 $23M 112k 204.33
2018-03-31 $21M 112k 190.57
2017-12-31 $21M 113k 186.70
2017-09-30 $19M 108k 178.96
2017-06-30 $19M 111k 168.77
2017-03-31 $17M 107k 161.66
2016-12-31 $17M 109k 153.94
2016-09-30 $16M 110k 148.90
2016-06-30 $15M 110k 137.18
2016-03-31 $17M 127k 132.61
2015-12-31 $17M 123k 139.28
2015-09-30 $16M 118k 133.97
2015-06-30 $18M 119k 154.58
2015-03-31 $15M 99k 151.55
2014-12-31 $14M 101k 142.38
2014-09-30 $13M 100k 129.69
2014-06-30 $15M 106k 138.42
2014-03-31 $15M 108k 136.06
2013-12-31 $15M 109k 135.51
2013-09-30 $12M 92k 125.84
2013-06-30 $10M 93k 111.51
2013-03-31 $9.6M 89k 107.63
2012-12-31 $5.2M 54k 95.30
2012-09-30 $4.3M 45k 95.60
2012-06-30 $4.2M 46k 91.48
2012-03-31 $4.4M 46k 95.39
2011-12-31 $4.1M 48k 84.26
2011-09-30 $3.6M 49k 73.47
2011-06-30 $5.6M 59k 95.33
2011-03-31 $5.6M 59k 95.33
2010-12-31 $5.3M 60k 87.42

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 Growth Index

Bank of America Corporation
Babson Capital Management
Tiaa Trust, National Association
Wells Fargo & Company
Cassaday & Co Wealth Management
Goldman Sachs Group
Commonwealth Equity Services
Pnc Financial Services
Cohen Klingenstein
UBS Group
Alliancebernstein
Us Bancorp
D.A. Davidson & Co.
M^T Bank Corporation
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Growth Index