ISHARES TR MSCI Small Cap msci small cap shares owned by Modera Wealth Management
Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in ISHARES TR MSCI Small Cap msci small cap
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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $118M | 1.9M | 61.90 |
| 2023-09-30 | $106M | 1.9M | 56.47 |
| 2023-06-30 | $103M | 1.7M | 58.98 |
| 2023-03-31 | $97M | 1.6M | 59.51 |
| 2022-12-31 | $76M | 1.4M | 56.48 |
| 2022-09-30 | $58M | 1.2M | 48.78 |
| 2022-06-30 | $57M | 1.0M | 54.59 |
| 2022-03-31 | $62M | 938k | 66.34 |
| 2021-12-31 | $67M | 911k | 73.09 |
| 2021-09-30 | $62M | 827k | 74.41 |
| 2021-06-30 | $61M | 820k | 74.16 |
| 2021-03-31 | $55M | 771k | 71.84 |
| 2020-12-31 | $50M | 725k | 68.35 |
| 2020-09-30 | $35M | 599k | 58.99 |
| 2020-06-30 | $30M | 564k | 53.62 |
| 2020-03-31 | $26M | 568k | 44.83 |
| 2019-12-31 | $35M | 564k | 62.28 |
| 2019-09-30 | $32M | 562k | 57.23 |
| 2019-06-30 | $31M | 542k | 57.40 |
| 2019-03-31 | $30M | 518k | 57.44 |
| 2018-12-31 | $25M | 475k | 51.82 |
| 2018-09-30 | $14M | 227k | 62.28 |
| 2018-06-30 | $14M | 221k | 62.74 |
| 2018-03-31 | $15M | 234k | 65.19 |
| 2017-12-31 | $15M | 230k | 64.50 |
| 2017-09-30 | $14M | 223k | 62.00 |
| 2017-06-30 | $13M | 221k | 57.84 |
| 2017-03-31 | $12M | 223k | 54.14 |
| 2016-12-31 | $11M | 217k | 49.84 |
| 2016-09-30 | $12M | 224k | 52.41 |
| 2016-06-30 | $11M | 225k | 48.26 |
| 2016-03-31 | $12M | 244k | 49.80 |
| 2015-12-31 | $12M | 249k | 49.95 |
| 2015-09-30 | $11M | 232k | 47.77 |
| 2015-06-30 | $12M | 231k | 51.02 |
| 2015-03-31 | $11M | 218k | 49.47 |
| 2014-12-31 | $8.9M | 192k | 46.71 |
| 2014-09-30 | $2.0M | 42k | 48.49 |
| 2014-06-30 | $1.6M | 30k | 52.90 |
| 2014-03-31 | $1.6M | 30k | 52.20 |
| 2013-12-31 | $1.5M | 29k | 50.99 |
| 2013-09-30 | $1.1M | 22k | 48.52 |
| 2013-06-30 | $965k | 23k | 41.94 |
| 2013-03-31 | $1.1M | 26k | 43.96 |
| 2012-12-31 | $1.1M | 27k | 40.70 |
| 2012-09-30 | $1.0M | 27k | 38.70 |
| 2012-03-31 | $1.3M | 33k | 40.13 |
| 2011-12-31 | $1.1M | 33k | 34.76 |
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