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

Moneta Group Investment Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$25.1M Sell
79,892
-2,793
-3% -$929K 0.19% 65
2025
Q4 		$26.7M Sell
82,685
-1,758
-2% -$572K 0.2% 60
2025
Q3 		$27M Buy
84,443
+3,774
+5% +$1.14M 0.21% 57
2025
Q2 		$23.1M Sell
80,669
-3,968
-5% -$1.04M 0.27% 59
2025
Q1 		$21.6M Sell
84,637
-2,477
-3% -$699K 0.3% 55
2024
Q4 		$25.1M Sell
87,114
-1,959
-2% -$580K 0.35% 52
2024
Q3 		$25.3M Buy
89,073
+1,505
+2% +$412K 0.37% 51
2024
Q2 		$23M Sell
87,568
-332
-0.4% -$86.2K 0.37% 50
2024
Q1 		$23.8M Buy
87,900
+3,426
+4% +$875K 0.39% 49
2023
Q4 		$21.3M Sell
84,474
-515
-0.6% -$116K 0.42% 47
2023
Q3 		$19.1M Buy
84,989
+2,797
+3% +$669K 0.43% 47
2023
Q2 		$19.9M Buy
82,192
+2,178
+3% +$499K 0.44% 46
2023
Q1 		$18.1M Buy
80,014
+9,237
+13% +$2.11M 0.44% 47
2022
Q4 		$16.7M Sell
70,777
-6,594
-9% -$1.44M 0.46% 46
2022
Q3 		$16M Sell
77,371
-10,211
-12% -$2.3M 0.61% 43
2022
Q2 		$18.1M Buy
87,582
+15,371
+21% +$3.43M 0.62% 42
2022
Q1 		$18.5M Buy
72,211
+186
+0.3% +$47.6K 0.72% 40
2021
Q4 		$21.1M Sell
72,025
-1,731
-2% -$522K 0.86% 33
2021
Q3 		$21.7M Buy
73,756
+1,046
+1% +$314K 1% 30
2021
Q2 		$22.7M Buy
72,710
+365
+0.5% +$110K 1.04% 25
2021
Q1 		$21.8M Buy
72,345
+915
+1% +$284K 1.15% 23
2020
Q4 		$20.5M Sell
71,430
-2,943
-4% -$750K 1.47% 21
2020
Q3 		$16.5M Buy
74,373
+4,957
+7% +$1.08M 1.43% 22
2020
Q2 		$14.4M Sell
69,416
-18,237
-21% -$3.41M 1.36% 23
2020
Q1 		$13.9M Sell
87,653
-3,772
-4% -$749K 1.44% 21
2019
Q4 		$19.6M Sell
91,425
-579
-0.6% -$118K 1.64% 15
2019
Q3 		$17.7M Sell
92,004
-5,467
-6% -$1.08M 1.66% 14
2019
Q2 		$19.6M Buy
97,471
+334
+0.3% +$66.1K 1.93% 12
2019
Q1 		$19.1M Sell
97,137
-2,423
-2% -$461K 2% 12
2018
Q4 		$16.7M Sell
99,560
-11,498
-10% -$2.14M 1.99% 11
2018
Q3 		$23.9M Sell
111,058
-534
-0.5% -$114K 2.44% 8
2018
Q2 		$22.8M Sell
111,592
-479
-0.4% -$95.8K 2.54% 8
2018
Q1 		$21.4M Sell
112,071
-716
-0.6% -$137K 2.84% 7
2017
Q4 		$21.1M Buy
112,787
+4,593
+4% +$838K 3.18% 8
2017
Q3 		$19.4M Sell
108,194
-3,236
-3% -$550K 3.01% 8
2017
Q2 		$18.8M Buy
111,430
+4,539
+4% +$747K 3.06% 8
2017
Q1 		$17.3M Sell
106,891
-2,056
-2% -$326K 3.43% 8
2016
Q4 		$16.8M Sell
108,947
-1,253
-1% -$187K 3.44% 8
2016
Q3 		$16.4M Sell
110,200
-58
-0.1% -$8.45K 3.72% 8
2016
Q2 		$15.1M Sell
110,258
-16,712
-13% -$2.26M 3.31% 8
2016
Q1 		$16.8M Buy
126,970
+3,590
+3% +$448K 3.74% 9
2015
Q4 		$17.2M Buy
123,380
+5,113
+4% +$725K 4.22% 9
2015
Q3 		$15.8M Sell
118,267
-307
-0.3% -$45.5K 4.41% 8
2015
Q2 		$18.3M Buy
118,574
+19,135
+19% +$2.93M 5.59% 5
2015
Q1 		$15.1M Sell
99,439
-1,046
-1% -$152K 6.46% 5
2014
Q4 		$14.3M Buy
100,485
+330
+0.3% +$44.6K 6.88% 4
2014
Q3 		$13M Sell
100,155
-5,724
-5% -$767K 6.76% 4
2014
Q2 		$14.7M Sell
105,879
-1,864
-2% -$245K 7.89% 4
2014
Q1 		$14.7M Sell
107,743
-770
-0.7% -$105K 8.65% 3
2013
Q4 		$14.7M Buy
108,513
+16,244
+18% +$2.1M 8.86% 3
2013
Q3 		$11.6M Sell
92,269
-465
-0.5% -$56K 7.65% 3
2013
Q2 		$10.3M Buy
+92,734
New +$10.1M 7.29% 3

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Moneta Group Investment Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 3.4% in Q1 2026, selling an estimated $929K and leaving 79,892 shares worth $25.1M. The position accounts for 0.19% of the portfolio, ranked #65.

Moneta Group Investment Advisors first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $27M in Q3 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Moneta Group Investment Advisors held 79,892 shares of iShares Russell 2000 Growth ETF worth $25.1M as of Q1 2026.
  • Moneta Group Investment Advisors sold 2,793 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $929K.
  • iShares Russell 2000 Growth ETF made up 0.19% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #65 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Moneta Group Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $27M in Q3 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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