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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Moneta Group Investment Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.4% in Q1 2026, buying an estimated $2.01M and bringing the position to 237,086 shares worth $58.8M. The position accounts for 0.44% of the portfolio, ranked #38.

Moneta Group Investment Advisors first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $67.7M in Q4 2024. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Moneta Group Investment Advisors held 237,086 shares of iShares Russell 2000 ETF worth $58.8M as of Q1 2026.
  • Moneta Group Investment Advisors bought 7,793 iShares Russell 2000 ETF shares in Q1 2026, an estimated $2.01M.
  • iShares Russell 2000 ETF made up 0.44% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #38 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's iShares Russell 2000 ETF position peaked at $67.7M in Q4 2024.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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