MGIA
IWB icon

Moneta Group Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Moneta Group Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.5M Sell
76,990
-374
-0.5% -$139K 0.21% 60
2025
Q4 		$28.9M Buy
77,364
+14
+0% +$5.19K 0.22% 59
2025
Q3 		$28.3M Buy
77,350
+43
+0.1% +$15.1K 0.22% 56
2025
Q2 		$26.3M Buy
77,307
+4,694
+6% +$1.47M 0.31% 53
2025
Q1 		$22.3M Buy
72,613
+11,407
+19% +$3.69M 0.31% 54
2024
Q4 		$19.7M Buy
61,206
+1,249
+2% +$405K 0.28% 59
2024
Q3 		$18.9M Sell
59,957
-812
-1% -$246K 0.27% 57
2024
Q2 		$18.1M Buy
60,769
+766
+1% +$220K 0.29% 58
2024
Q1 		$17.3M Buy
60,003
+278
+0.5% +$76.2K 0.28% 58
2023
Q4 		$15.7M Buy
59,725
+13,030
+28% +$3.19M 0.31% 56
2023
Q3 		$11M Buy
46,695
+1,194
+3% +$292K 0.25% 60
2023
Q2 		$11.1M Buy
45,501
+2,433
+6% +$560K 0.25% 62
2023
Q1 		$9.7M Buy
43,068
+7,926
+23% +$1.74M 0.23% 66
2022
Q4 		$7.89M Buy
35,142
+3,925
+13% +$831K 0.22% 74
2022
Q3 		$6.16M Sell
31,217
-5,441
-15% -$1.19M 0.23% 80
2022
Q2 		$7.62M Buy
36,658
+9,901
+37% +$2.24M 0.26% 75
2022
Q1 		$6.69M Buy
26,757
+285
+1% +$70.4K 0.26% 73
2021
Q4 		$7M Buy
26,472
+255
+1% +$65.6K 0.28% 67
2021
Q3 		$6.34M Buy
26,217
+866
+3% +$215K 0.29% 67
2021
Q2 		$6.14M Buy
25,351
+345
+1% +$81.3K 0.28% 74
2021
Q1 		$5.6M Buy
25,006
+1,970
+9% +$431K 0.3% 72
2020
Q4 		$4.88M Buy
23,036
+1,433
+7% +$286K 0.35% 62
2020
Q3 		$4.04M Sell
21,603
-1,055
-5% -$195K 0.35% 60
2020
Q2 		$3.89M Buy
22,658
+3,609
+19% +$584K 0.37% 57
2020
Q1 		$2.7M Buy
19,049
+671
+4% +$113K 0.28% 67
2019
Q4 		$3.28M Sell
18,378
-231
-1% -$39.4K 0.28% 62
2019
Q3 		$3.06M Buy
18,609
+17,049
+1,093% +$2.8M 0.29% 64
2019
Q2 		$254K Buy
1,560
+3
+0.2% +$480 0.03% 201
2019
Q1 		$245K Hold
1,557
– – 0.03% 192
2018
Q4 		$216K Sell
1,557
-1
-0.1% -$150 0.03% 192
2018
Q3 		$252K Sell
1,558
-1,791
-53% -$284K 0.03% 196
2018
Q2 		$509K Hold
3,349
– – 0.06% 170
2018
Q1 		$492K Hold
3,349
– – 0.07% 126
2017
Q4 		$498K Sell
3,349
-285
-8% -$41.3K 0.08% 123
2017
Q3 		$508K Buy
3,634
+475
+15% +$65.2K 0.08% 116
2017
Q2 		$427K Buy
3,159
+1,601
+103% +$214K 0.07% 139
2017
Q1 		$204K Sell
1,558
-380
-20% -$49.2K 0.04% 155
2016
Q4 		$241K Hold
1,938
– – 0.05% 144
2016
Q3 		$233K Hold
1,938
– – 0.05% 126
2016
Q2 		$227K Buy
+1,938
New +$223K 0.05% 146

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Moneta Group Investment Advisors's IWB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.48% in Q1 2026, selling an estimated $139K and leaving 76,990 shares worth $27.5M. The position accounts for 0.21% of the portfolio, ranked #60.

Moneta Group Investment Advisors first reported a position in IWB in Q2 2016 and has held it in 40 quarters since. The position peaked at $28.9M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Moneta Group Investment Advisors held 76,990 shares of iShares Russell 1000 ETF worth $27.5M as of Q1 2026.
  • Moneta Group Investment Advisors sold 374 iShares Russell 1000 ETF shares in Q1 2026, an estimated $139K.
  • iShares Russell 1000 ETF made up 0.21% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #60 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Russell 1000 ETF in Q2 2016 and has held it in 40 quarters since.
  • Moneta Group Investment Advisors's iShares Russell 1000 ETF position peaked at $28.9M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.