Moneta Group Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,400	Closed	-$573K	–	228
2018 Q3	$573K	Buy	+3,400	New	+$574K	0.06%	138
2018 Q2	–	Sell	-35,000	Closed	-$5.31M	–	514
2018 Q1	$5.31M	Buy	35,000 +24,000	+218%	+$3.71M	0.71%	25
2017 Q4	$1.65M	Buy	+11,000	New	+$1.65M	0.25%	50

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moneta Group Investment Advisors's IWM Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 0.51% in Q2 2026, buying an estimated $339K and bringing the position to 238,291 shares worth $71.6M. The position accounts for 0.53% of the portfolio, ranked #35.

Moneta Group Investment Advisors first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Moneta Group Investment Advisors held 238,291 shares of iShares Russell 2000 ETF worth $71.6M as of Q2 2026.
Moneta Group Investment Advisors bought 1,205 iShares Russell 2000 ETF shares in Q2 2026, an estimated $339K.
iShares Russell 2000 ETF made up 0.53% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #35 holding.
Moneta Group Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.