Moneta Group Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.9M	Buy	256,552 +12,953	+5%	+$1.75M	0.25%	54
2025 Q4	$33.4M	Buy	243,599 +5,609	+2%	+$784K	0.25%	54
2025 Q3	$33.9M	Buy	237,990 +1,292	+0.5%	+$183K	0.27%	54
2025 Q2	$32.8M	Buy	236,698 +30,783	+15%	+$3.89M	0.39%	50
2025 Q1	$24.2M	Buy	205,915 +6,270	+3%	+$806K	0.33%	51
2024 Q4	$25.3M	Buy	199,645 +2,116	+1%	+$269K	0.35%	51
2024 Q3	$23.2M	Buy	197,529 +11,705	+6%	+$1.31M	0.34%	52
2024 Q2	$20.5M	Sell	185,824 -1,415	-0.8%	-$155K	0.33%	54
2024 Q1	$21.4M	Buy	187,239 +58,946	+46%	+$6.38M	0.35%	50
2023 Q4	$13.4M	Buy	128,293 +19,038	+17%	+$1.8M	0.26%	60
2023 Q3	$9.98M	Buy	109,255 +17,486	+19%	+$1.67M	0.23%	68
2023 Q2	$8.87M	Buy	91,769 +5,080	+6%	+$463K	0.2%	71
2023 Q1	$7.89M	Buy	86,689 +10,441	+14%	+$932K	0.19%	76
2022 Q4	$6.93M	Buy	76,248 +2,768	+4%	+$233K	0.19%	78
2022 Q3	$5.76M	Buy	73,480 +2,134	+3%	+$184K	0.22%	84
2022 Q2	$5.65M	Buy	71,346 +43,993	+161%	+$3.83M	0.19%	86
2022 Q1	$2.75M	Buy	27,353 +1,212	+5%	+$121K	0.11%	116
2021 Q4	$3.01M	Buy	26,141 +130	+0.5%	+$15.2K	0.12%	112
2021 Q3	$2.92M	Buy	26,011 +1,868	+8%	+$215K	0.13%	102
2021 Q2	$2.73M	Buy	24,143 +2,087	+9%	+$223K	0.13%	115
2021 Q1	$2.25M	Buy	22,056 +5,807	+36%	+$607K	0.12%	117
2020 Q4	$1.67M	Buy	16,249 +1,545	+11%	+$147K	0.12%	110
2020 Q3	$1.27M	Sell	14,704 -904	-6%	-$76.3K	0.11%	109
2020 Q2	$1.23M	Buy	15,608 +1,264	+9%	+$91.7K	0.12%	104
2020 Q1	$872K	Buy	14,344 +7,724	+117%	+$563K	0.09%	116
2019 Q4	$505K	Buy	6,620 +54	+0.8%	+$3.96K	0.04%	167
2019 Q3	$464K	Sell	6,566 -12,230	-65%	-$879K	0.04%	172
2019 Q2	$1.34M	Sell	18,796 -2,020	-10%	-$140K	0.13%	100
2019 Q1	$1.41M	Buy	20,816 +1,522	+8%	+$97.7K	0.15%	87
2018 Q4	$1.1M	Sell	19,294 -504	-3%	-$30.7K	0.13%	97
2018 Q3	$1.34M	Buy	19,798 +712	+4%	+$47.3K	0.14%	91
2018 Q2	$1.21M	Sell	19,086 -1,186	-6%	-$74.7K	0.13%	94
2018 Q1	$1.25M	Buy	20,272 +102	+0.5%	+$6.37K	0.17%	69
2017 Q4	$1.22M	Sell	20,170 -350	-2%	-$20.6K	0.19%	60
2017 Q3	$1.16M	Buy	20,520 +3,780	+23%	+$207K	0.18%	59
2017 Q2	$905K	Buy	16,740 +1,006	+6%	+$53.5K	0.15%	88
2017 Q1	$816K	Buy	15,734 +960	+6%	+$49K	0.16%	62
2016 Q4	$719K	Buy	14,774 +322	+2%	+$15.5K	0.15%	67
2016 Q3	$704K	Buy	14,452 +920	+7%	+$44.6K	0.16%	57
2016 Q2	$633K	Hold	13,532	–	–	0.14%	97
2016 Q1	$624K	Hold	13,532	–	–	0.14%	90
2015 Q4	$622K	Hold	13,532	–	–	0.15%	60
2015 Q3	$600K	Hold	13,532	–	–	0.17%	65
2015 Q2	$655K	Buy	13,532 +6,630	+96%	+$327K	0.2%	60
2015 Q1	$338K	Buy	6,902 +370	+6%	+$17.7K	0.14%	111
2014 Q4	$304K	Hold	6,532	–	–	0.15%	115
2014 Q3	$289K	Sell	6,532 -1,340	-17%	-$59.8K	0.15%	111
2014 Q2	$352K	Hold	7,872	–	–	0.19%	92
2014 Q1	$338K	Buy	7,872 +2,060	+35%	+$87.7K	0.2%	85
2013 Q4	$245K	Hold	5,812	–	–	0.15%	109
2013 Q3	$227K	Hold	5,812	–	–	0.15%	104
2013 Q2	$208K	Buy	+5,812	New	+$208K	0.15%	109