Moneta Group Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Moneta Group Investment Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$145M	Buy	1,285,735 +15,858	+1%	+$1.91M	1.09%	22
2025 Q4	$157M	Sell	1,269,877 -23,551	-2%	-$2.88M	1.18%	19
2025 Q3	$156M	Buy	1,293,428 +30,050	+2%	+$3.46M	1.24%	18
2025 Q2	$139M	Buy	1,263,378 +14,016	+1%	+$1.39M	1.66%	18
2025 Q1	$116M	Buy	1,249,362 +64,755	+5%	+$6.53M	1.6%	19
2024 Q4	$120M	Sell	1,184,607 -35,203	-3%	-$3.51M	1.68%	18
2024 Q3	$117M	Sell	1,219,810 -8,924	-0.7%	-$824K	1.7%	18
2024 Q2	$114M	Sell	1,228,734 -18,465	-1%	-$1.59M	1.82%	15
2024 Q1	$105M	Buy	1,247,199 +398,292	+47%	+$32M	1.72%	17
2023 Q4	$63.8M	Sell	848,907 -4,161	-0.5%	-$296K	1.26%	21
2023 Q3	$58.4M	Buy	853,068 +70,549	+9%	+$4.99M	1.33%	19
2023 Q2	$55.2M	Buy	782,519 +141,308	+22%	+$9.34M	1.22%	23
2023 Q1	$41M	Buy	641,211 +161,871	+34%	+$9.89M	0.98%	30
2022 Q4	$29.6M	Sell	479,340 -16,114	-3%	-$968K	0.81%	33
2022 Q3	$28.7M	Sell	495,454 -18,763	-4%	-$1.22M	1.09%	23
2022 Q2	$31M	Buy	514,217 +152,093	+42%	+$10.1M	1.06%	24
2022 Q1	$27.7M	Buy	362,124 +13,074	+4%	+$982K	1.09%	22
2021 Q4	$29.2M	Buy	349,050 +8,298	+2%	+$669K	1.19%	22
2021 Q3	$25.2M	Buy	340,752 +16,223	+5%	+$1.24M	1.16%	24
2021 Q2	$23.6M	Buy	324,529 +42,990	+15%	+$2.98M	1.09%	24
2021 Q1	$18.3M	Buy	281,539 +44	+0%	+$2.84K	0.97%	28
2020 Q4	$18M	Sell	281,495 -835,557	-75%	-$50.7M	1.29%	23
2020 Q3	$16.1M	Buy	1,117,052 +843,476	+308%	+$47.7M	1.4%	23
2020 Q2	$14.2M	Buy	273,576 +41,184	+18%	+$1.97M	1.35%	24
2020 Q1	$9.59M	Buy	232,392 +3,492	+2%	+$165K	1%	28
2019 Q4	$11.1M	Buy	228,900 +10,204	+5%	+$473K	0.93%	27
2019 Q3	$9.84M	Buy	218,696 +25,860	+13%	+$1.17M	0.92%	26
2019 Q2	$8.64M	Sell	192,836 -19,440	-9%	-$855K	0.85%	27
2019 Q1	$9.15M	Sell	212,276 -96,984	-31%	-$3.97M	0.96%	23
2018 Q4	$11.6M	Sell	309,260 -8,816	-3%	-$357K	1.39%	20
2018 Q3	$14.1M	Buy	318,076 +4,036	+1%	+$173K	1.44%	18
2018 Q2	$12.8M	Buy	314,040 +7,376	+2%	+$296K	1.42%	16
2018 Q1	$11.9M	Buy	306,664 +2,156	+0.7%	+$86K	1.61%	14
2017 Q4	$11.6M	Sell	304,508 -14,708	-5%	-$550K	1.78%	14
2017 Q3	$11.4M	Sell	319,216 -52,064	-14%	-$1.83M	1.78%	14
2017 Q2	$12.7M	Buy	371,280 +115,420	+45%	+$3.91M	2.07%	11
2017 Q1	$8.41M	Sell	255,860 -3,620	-1%	-$116K	1.67%	14
2016 Q4	$7.9M	Buy	259,480 +6,904	+3%	+$209K	1.62%	14
2016 Q3	$7.68M	Buy	252,576 +21,336	+9%	+$647K	1.74%	14
2016 Q2	$6.74M	Buy	231,240 +17,624	+8%	+$511K	1.47%	15
2016 Q1	$6.19M	Buy	213,616 +19,616	+10%	+$540K	1.37%	15
2015 Q4	$5.62M	Sell	194,000 -2,128	-1%	-$61.9K	1.38%	15
2015 Q3	$5.29M	Buy	196,128 +2,560	+1%	+$72.8K	1.47%	15
2015 Q2	$5.51M	Sell	193,568 -47,804	-20%	-$1.39M	1.68%	15
2015 Q1	$6.88M	Buy	241,372 +6,228	+3%	+$177K	2.95%	9
2014 Q4	$6.56M	Sell	235,144 -12	-0%	-$328	3.16%	10
2014 Q3	$6.28M	Sell	235,156 -3,472	-1%	-$92.5K	3.27%	10
2014 Q2	$6.28M	Buy	238,628 +2,352	+1%	+$59.7K	3.38%	8
2014 Q1	$5.9M	Sell	236,276 -5,872	-2%	-$145K	3.48%	8
2013 Q4	$5.98M	Buy	242,148 +4,032	+2%	+$95K	3.6%	8
2013 Q3	$5.32M	Sell	238,116 -5,500	-2%	-$121K	3.51%	8
2013 Q2	$5.12M	Buy	+243,616	New	+$5.16M	3.6%	8