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

Moneta Group Investment Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.6M Sell
71,528
-789
-1% -$153K 0.1% 97
2025
Q4 		$13.1M Sell
72,317
-2,063
-3% -$371K 0.1% 98
2025
Q3 		$13.2M Sell
74,380
-6,760
-8% -$1.14M 0.1% 89
2025
Q2 		$12.8M Sell
81,140
-11,191
-12% -$1.67M 0.15% 83
2025
Q1 		$13.9M Sell
92,331
-1,840
-2% -$297K 0.19% 73
2024
Q4 		$15.5M Sell
94,171
-3,849
-4% -$657K 0.22% 66
2024
Q3 		$16.4M Sell
98,020
-1,752
-2% -$285K 0.24% 61
2024
Q2 		$15.2M Sell
99,772
-5,540
-5% -$847K 0.24% 61
2024
Q1 		$16.7M Buy
105,312
+29,147
+38% +$4.41M 0.27% 60
2023
Q4 		$11.8M Sell
76,165
-1,825
-2% -$253K 0.23% 63
2023
Q3 		$10.6M Buy
77,990
+8,761
+13% +$1.26M 0.24% 63
2023
Q2 		$9.75M Buy
69,229
+579
+0.8% +$78.3K 0.22% 65
2023
Q1 		$9.41M Buy
68,650
+8,010
+13% +$1.16M 0.23% 68
2022
Q4 		$9.22M Sell
60,640
-12,531
-17% -$1.77M 0.25% 68
2022
Q3 		$9.43M Sell
73,171
-13,050
-15% -$1.89M 0.36% 63
2022
Q2 		$11.7M Buy
86,221
+14,356
+20% +$2.14M 0.4% 56
2022
Q1 		$11.6M Sell
71,865
-746
-1% -$119K 0.46% 52
2021
Q4 		$12.1M Sell
72,611
-1,738
-2% -$290K 0.49% 48
2021
Q3 		$11.9M Buy
74,349
+1,652
+2% +$265K 0.55% 48
2021
Q2 		$12.1M Sell
72,697
-3,888
-5% -$641K 0.56% 48
2021
Q1 		$12.2M Buy
76,585
+1,291
+2% +$195K 0.65% 42
2020
Q4 		$9.92M Sell
75,294
-18,243
-20% -$2.15M 0.71% 36
2020
Q3 		$9.29M Buy
93,537
+7,050
+8% +$716K 0.81% 34
2020
Q2 		$8.43M Sell
86,487
-157,924
-65% -$14.4M 0.8% 35
2020
Q1 		$20M Sell
244,411
-55,239
-18% -$6.2M 2.09% 14
2019
Q4 		$38.5M Sell
299,650
-4,956
-2% -$613K 3.23% 8
2019
Q3 		$36.4M Sell
304,606
-15,817
-5% -$1.87M 3.4% 6
2019
Q2 		$38.6M Sell
320,423
-30,720
-9% -$3.71M 3.8% 5
2019
Q1 		$42.1M Sell
351,143
-17,687
-5% -$2.11M 4.4% 5
2018
Q4 		$39.7M Sell
368,830
-31,561
-8% -$3.8M 4.73% 5
2018
Q3 		$53.3M Sell
400,391
-22,682
-5% -$3.05M 5.45% 4
2018
Q2 		$55.8M Buy
423,073
+12,278
+3% +$1.58M 6.22% 4
2018
Q1 		$50.1M Buy
410,795
+75,068
+22% +$9.4M 6.67% 4
2017
Q4 		$42.2M Sell
335,727
-75,832
-18% -$9.48M 6.39% 4
2017
Q3 		$51.1M Buy
411,559
+61,824
+18% +$7.29M 7.94% 3
2017
Q2 		$41.6M Buy
349,735
+12,925
+4% +$1.52M 6.77% 3
2017
Q1 		$39.8M Buy
336,810
+2,859
+0.9% +$339K 7.89% 3
2016
Q4 		$39.7M Buy
333,951
+42,160
+14% +$4.66M 8.14% 3
2016
Q3 		$30.6M Buy
291,791
+20,225
+7% +$2.07M 6.94% 3
2016
Q2 		$26.4M Buy
271,566
+6,305
+2% +$600K 5.78% 3
2016
Q1 		$24.7M Sell
265,261
-741
-0.3% -$64.3K 5.49% 4
2015
Q4 		$24.5M Buy
266,002
+33,858
+15% +$3.21M 6.01% 4
2015
Q3 		$20.9M Buy
232,144
+3,541
+2% +$340K 5.82% 5
2015
Q2 		$23.3M Buy
228,603
+43,351
+23% +$4.46M 7.11% 4
2015
Q1 		$19.1M Buy
185,252
+3,233
+2% +$326K 8.2% 2
2014
Q4 		$18.5M Buy
182,019
+4,180
+2% +$410K 8.9% 1
2014
Q3 		$16.6M Buy
177,839
+1,162
+0.7% +$115K 8.66% 1
2014
Q2 		$18.2M Sell
176,677
-1,485
-0.8% -$148K 9.82% 1
2014
Q1 		$18M Sell
178,162
-2,210
-1% -$218K 10.6% 1
2013
Q4 		$17.9M Buy
180,372
+590
+0.3% +$56.4K 10.81% 1
2013
Q3 		$16.5M Sell
179,782
-1,465
-0.8% -$132K 10.86% 1
2013
Q2 		$15.6M Buy
+181,247
New +$15.4M 10.97% 1

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Moneta Group Investment Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.1% in Q1 2026, selling an estimated $153K and leaving 71,528 shares worth $13.6M. The position accounts for 0.1% of the portfolio, ranked #97.

Moneta Group Investment Advisors first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $55.8M in Q2 2018. 1,030 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Moneta Group Investment Advisors held 71,528 shares of iShares Russell 2000 Value ETF worth $13.6M as of Q1 2026.
  • Moneta Group Investment Advisors sold 789 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $153K.
  • iShares Russell 2000 Value ETF made up 0.1% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #97 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's iShares Russell 2000 Value ETF position peaked at $55.8M in Q2 2018.
  • 1,030 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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