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Moneta Group Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Moneta Group Investment Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.77M Sell
4,154
-36
-0.9% -$14.8K 0.01% 317
2026
Q1 		$1.55M Sell
4,190
-345
-8% -$133K 0.01% 302
2025
Q4 		$1.75M Sell
4,535
-24
-0.5% -$9.21K 0.01% 279
2025
Q3 		$1.73M Sell
4,559
-39
-0.8% -$14.2K 0.01% 276
2025
Q2 		$1.61M Sell
4,598
-215
-4% -$69.8K 0.02% 249
2025
Q1 		$1.53M Buy
4,813
+63
+1% +$21.1K 0.02% 237
2024
Q4 		$1.59M Sell
4,750
-18
-0.4% -$6.06K 0.02% 233
2024
Q3 		$1.56M Sell
4,768
-86
-2% -$27.1K 0.02% 227
2024
Q2 		$1.5M Sell
4,854
-845
-15% -$252K 0.02% 221
2024
Q1 		$1.71M Buy
5,699
+230
+4% +$65.6K 0.03% 203
2023
Q4 		$1.5M Buy
5,469
+31
+0.6% +$7.9K 0.03% 197
2023
Q3 		$1.33M Sell
5,438
-7,384
-58% -$1.89M 0.03% 194
2023
Q2 		$3.26M Sell
12,822
-5,940
-32% -$1.43M 0.07% 132
2023
Q1 		$4.42M Buy
18,762
+1,190
+7% +$275K 0.11% 107
2022
Q4 		$4.14M Buy
17,572
+14,732
+519% +$3.27M 0.11% 107
2022
Q3 		$588K Sell
2,840
-279
-9% -$64.2K 0.02% 253
2022
Q2 		$678K Buy
3,119
+394
+14% +$93.3K 0.02% 257
2022
Q1 		$715K Buy
2,725
+26
+1% +$6.73K 0.03% 246
2021
Q4 		$749K Buy
2,699
+827
+44% +$224K 0.03% 243
2021
Q3 		$477K Buy
1,872
+106
+6% +$27.8K 0.02% 286
2021
Q2 		$452K Hold
1,766
– – 0.02% 296
2021
Q1 		$419K Sell
1,766
-1
-0.1% -$232 0.02% 279
2020
Q4 		$395K Sell
1,767
-26
-1% -$5.46K 0.03% 220
2020
Q3 		$351K Sell
1,793
-134
-7% -$25.9K 0.03% 207
2020
Q2 		$347K Sell
1,927
-1
-0.1% -$169 0.03% 199
2020
Q1 		$286K Buy
1,928
+214
+12% +$38.1K 0.03% 202
2019
Q4 		$323K Buy
1,714
+16
+0.9% +$2.88K 0.03% 201
2019
Q3 		$295K Buy
1,698
+451
+36% +$78.2K 0.03% 209
2019
Q2 		$215K Sell
1,247
-1
-0.1% -$170 0.02% 211
2019
Q1 		$208K Sell
1,248
-386
-24% -$62K 0.02% 203
2018
Q4 		$240K Sell
1,634
-201
-11% -$31.9K 0.03% 188
2018
Q3 		$316K Sell
1,835
-72
-4% -$12.2K 0.03% 179
2018
Q2 		$309K Buy
1,907
+72
+4% +$11.6K 0.03% 208
2018
Q1 		$287K Buy
1,835
+1,345
+274% +$217K 0.04% 160
2017
Q4 		$78K Buy
+490
New +$75.6K 0.01% 254
2015
Q4 		– Sell
-485
Closed -$55K – 280
2015
Q3 		$55K Buy
+485
New +$58.7K 0.02% 222

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Moneta Group Investment Advisors's IWV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.86% in Q2 2026, selling an estimated $14.8K and leaving 4,154 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #317.

Moneta Group Investment Advisors first reported a position in IWV in Q3 2015 and has held it in 36 quarters since. The position peaked at $4.42M in Q1 2023. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Moneta Group Investment Advisors held 4,154 shares of iShares Russell 3000 ETF worth $1.77M as of Q2 2026.
  • Moneta Group Investment Advisors sold 36 iShares Russell 3000 ETF shares in Q2 2026, an estimated $14.8K.
  • iShares Russell 3000 ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #317 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Russell 3000 ETF in Q3 2015 and has held it in 36 quarters since.
  • Moneta Group Investment Advisors's iShares Russell 3000 ETF position peaked at $4.42M in Q1 2023.
  • 909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.