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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$75.8M	Buy	354,938 +25,528	+8%	+$5.59M	0.57%	31
2025 Q4	$69.3M	Sell	329,410 -831	-0.3%	-$172K	0.52%	32
2025 Q3	$67.2M	Buy	330,241 +163	+0%	+$32.4K	0.53%	32
2025 Q2	$64.1M	Buy	330,078 +5,659	+2%	+$1.05M	0.76%	31
2025 Q1	$61M	Buy	324,419 +8,971	+3%	+$1.71M	0.84%	30
2024 Q4	$58.4M	Buy	315,448 +2,633	+0.8%	+$505K	0.82%	31
2024 Q3	$59.4M	Sell	312,815 -7,646	-2%	-$1.39M	0.86%	31
2024 Q2	$55.9M	Buy	320,461 +5,718	+2%	+$1,000K	0.89%	31
2024 Q1	$56.4M	Buy	314,743 +65,747	+26%	+$11.1M	0.92%	32
2023 Q4	$41.1M	Buy	248,996 +5,889	+2%	+$909K	0.81%	32
2023 Q3	$36.9M	Buy	243,107 +11,078	+5%	+$1.76M	0.84%	33
2023 Q2	$36.6M	Buy	232,029 +2,053	+0.9%	+$314K	0.81%	34
2023 Q1	$35M	Buy	229,976 +33,927	+17%	+$5.24M	0.84%	34
2022 Q4	$31.3M	Buy	196,049 +11,535	+6%	+$1.73M	0.86%	32
2022 Q3	$25.1M	Sell	184,514 -12,547	-6%	-$1.89M	0.96%	30
2022 Q2	$28.6M	Buy	197,061 +77,824	+65%	+$12.2M	0.98%	28
2022 Q1	$19.8M	Sell	119,237 -3,808	-3%	-$625K	0.78%	38
2021 Q4	$20.7M	Buy	123,045 +24,738	+25%	+$4.05M	0.84%	34
2021 Q3	$15.4M	Buy	98,307 +23,298	+31%	+$3.74M	0.71%	38
2021 Q2	$11.9M	Buy	75,009 +901	+1%	+$143K	0.55%	49
2021 Q1	$11.2M	Buy	74,108 +43,127	+139%	+$6.24M	0.59%	45
2020 Q4	$4.24M	Buy	30,981 +2,335	+8%	+$300K	0.3%	66
2020 Q3	$3.38M	Buy	28,646 +2,541	+10%	+$301K	0.29%	65
2020 Q2	$2.94M	Buy	26,105 +394	+2%	+$43.3K	0.28%	67
2020 Q1	$2.55M	Sell	25,711 -1,465	-5%	-$183K	0.27%	70
2019 Q4	$3.71M	Buy	27,176 +5,267	+24%	+$694K	0.31%	56
2019 Q3	$2.81M	Buy	21,909 +576	+3%	+$73.2K	0.26%	69
2019 Q2	$2.71M	Buy	21,333 +821	+4%	+$103K	0.27%	67
2019 Q1	$2.53M	Buy	20,512 +773	+4%	+$92.9K	0.26%	64
2018 Q4	$2.19M	Buy	19,739 +326	+2%	+$39.1K	0.26%	66
2018 Q3	$2.46M	Sell	19,413 -76	-0.4%	-$9.54K	0.25%	68
2018 Q2	$2.37M	Sell	19,489 -2,498	-11%	-$304K	0.26%	60
2018 Q1	$2.64M	Buy	21,987 +242	+1%	+$30.2K	0.35%	47
2017 Q4	$2.7M	Hold	21,745	–	–	0.41%	34
2017 Q3	$2.58M	Buy	21,745 +2,625	+14%	+$306K	0.4%	36
2017 Q2	$2.23M	Buy	19,120 +61	+0.3%	+$7.02K	0.36%	51
2017 Q1	$2.19M	Buy	19,059 +719	+4%	+$82.4K	0.43%	32
2016 Q4	$2.06M	Buy	18,340 +811	+5%	+$87.7K	0.42%	33
2016 Q3	$1.85M	Hold	17,529	–	–	0.42%	35
2016 Q2	$1.81M	Buy	17,529 +2,320	+15%	+$234K	0.4%	42
2016 Q1	$1.5M	Buy	15,209 +1,505	+11%	+$141K	0.33%	46
2015 Q4	$1.34M	Buy	13,704 +35	+0.3%	+$3.47K	0.33%	41
2015 Q3	$1.27M	Sell	13,669 -165	-1%	-$16.4K	0.35%	38
2015 Q2	$1.43M	Buy	13,834 +6,389	+86%	+$670K	0.44%	31
2015 Q1	$767K	Buy	7,445 +750	+11%	+$77.7K	0.33%	60
2014 Q4	$699K	Hold	6,695	–	–	0.34%	50
2014 Q3	$670K	Hold	6,695	–	–	0.35%	51
2014 Q2	$678K	Buy	6,695 +600	+10%	+$58.8K	0.37%	50
2014 Q1	$588K	Buy	6,095 +1,120	+23%	+$105K	0.35%	46
2013 Q4	$468K	Hold	4,975	–	–	0.28%	62
2013 Q3	$429K	Hold	4,975	–	–	0.28%	64
2013 Q2	$417K	Buy	+4,975	New	+$414K	0.29%	59

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Moneta Group Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 7.7% in Q1 2026, buying an estimated $5.59M and bringing the position to 354,938 shares worth $75.8M. The position accounts for 0.57% of the portfolio, ranked #31.

Moneta Group Investment Advisors first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Moneta Group Investment Advisors held 354,938 shares of iShares Russell 1000 Value ETF worth $75.8M as of Q1 2026.
Moneta Group Investment Advisors bought 25,528 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $5.59M.
iShares Russell 1000 Value ETF made up 0.57% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #31 holding.
Moneta Group Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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