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

Moneta Group Investment Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.9M Buy
111,885
+2,433
+2% +$243K 0.08% 110
2025
Q4 		$10.5M Sell
109,452
-23,071
-17% -$2.22M 0.08% 111
2025
Q3 		$12.8M Buy
132,523
+5,650
+4% +$536K 0.1% 92
2025
Q2 		$11.7M Buy
126,873
+2,723
+2% +$235K 0.14% 90
2025
Q1 		$10.6M Buy
124,150
+4,896
+4% +$437K 0.15% 91
2024
Q4 		$10.5M Buy
119,254
+1,728
+1% +$157K 0.15% 91
2024
Q3 		$10.4M Buy
117,526
+5,663
+5% +$477K 0.15% 86
2024
Q2 		$9.07M Buy
111,863
+1,011
+0.9% +$82.3K 0.14% 88
2024
Q1 		$9.32M Buy
110,852
+5,850
+6% +$464K 0.15% 88
2023
Q4 		$8.16M Buy
105,002
+13,263
+14% +$942K 0.16% 80
2023
Q3 		$6.35M Buy
91,739
+2,730
+3% +$199K 0.14% 83
2023
Q2 		$6.5M Buy
89,009
+59,042
+197% +$4.11M 0.14% 85
2023
Q1 		$2.1M Buy
29,967
+3,890
+15% +$275K 0.05% 156
2022
Q4 		$1.91M Sell
26,077
-2,209
-8% -$149K 0.05% 151
2022
Q3 		$1.76M Sell
28,286
-2,552
-8% -$176K 0.07% 145
2022
Q2 		$1.99M Buy
30,838
+7,081
+30% +$504K 0.07% 141
2022
Q1 		$1.85M Buy
23,757
+157
+0.7% +$12.1K 0.07% 138
2021
Q4 		$1.96M Buy
23,600
+8,182
+53% +$672K 0.08% 135
2021
Q3 		$1.21M Sell
15,418
-306
-2% -$24.5K 0.06% 171
2021
Q2 		$1.25M Buy
15,724
+493
+3% +$38.2K 0.06% 174
2021
Q1 		$1.13M Buy
15,231
+891
+6% +$64.4K 0.06% 164
2020
Q4 		$983K Sell
14,340
-508
-3% -$32.4K 0.07% 148
2020
Q3 		$852K Buy
14,848
+6,826
+85% +$389K 0.07% 131
2020
Q2 		$430K Buy
8,022
+7
+0.1% +$351 0.04% 180
2020
Q1 		$346K Sell
8,015
-5,655
-41% -$311K 0.04% 185
2019
Q4 		$815K Buy
13,670
+5,520
+68% +$317K 0.07% 133
2019
Q3 		$456K Buy
8,150
+2,315
+40% +$129K 0.04% 174
2019
Q2 		$326K Sell
5,835
-4
-0.1% -$219 0.03% 186
2019
Q1 		$315K Buy
5,839
+568
+11% +$29.4K 0.03% 174
2018
Q4 		$245K Sell
5,271
-145
-3% -$7.31K 0.03% 186
2018
Q3 		$299K Buy
5,416
+152
+3% +$8.33K 0.03% 183
2018
Q2 		$279K Sell
5,264
-100
-2% -$5.26K 0.03% 214
2018
Q1 		$277K Sell
5,364
-844
-14% -$44.5K 0.04% 162
2017
Q4 		$323K Hold
6,208
– – 0.05% 155
2017
Q3 		$306K Buy
6,208
+1,004
+19% +$48.5K 0.05% 157
2017
Q2 		$250K Hold
5,204
– – 0.04% 164
2017
Q1 		$244K Sell
5,204
-544
-9% -$25.2K 0.05% 136
2016
Q4 		$257K Hold
5,748
– – 0.05% 141
2016
Q3 		$250K Buy
+5,748
New +$249K 0.06% 118
2015
Q4 		– Sell
-3,440
Closed -$134K – 279
2015
Q3 		$134K Buy
+3,440
New +$142K 0.04% 156

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Moneta Group Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q1 2026, buying an estimated $243K and bringing the position to 111,885 shares worth $10.9M. The position accounts for 0.08% of the portfolio, ranked #110.

Moneta Group Investment Advisors first reported a position in IWR in Q3 2015 and has held it in 40 quarters since. The position peaked at $12.8M in Q3 2025. 1,513 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Moneta Group Investment Advisors held 111,885 shares of iShares Russell Mid-Cap ETF worth $10.9M as of Q1 2026.
  • Moneta Group Investment Advisors bought 2,433 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $243K.
  • iShares Russell Mid-Cap ETF made up 0.08% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #110 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2015 and has held it in 40 quarters since.
  • Moneta Group Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $12.8M in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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