Modera Wealth Management »

iShares S&P SmallCap 600 Index shares owned by Modera Wealth Management

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $198M 1.7M 115.22
2024-09-30 $191M 1.6M 116.96
2024-06-30 $154M 1.4M 106.66
2024-03-31 $145M 1.3M 110.52
2023-12-31 $119M 1.1M 108.25
2023-09-30 $77M 820k 94.33
2023-06-30 $71M 714k 99.65
2023-03-31 $47M 486k 96.70
2022-12-31 $3.3M 35k 94.64
2022-09-30 $2.3M 27k 87.17
2022-06-30 $2.0M 21k 92.43
2022-03-31 $1.5M 14k 107.88
2021-12-31 $1.2M 11k 114.53
2021-09-30 $1.2M 11k 109.16
2021-06-30 $1.2M 10k 112.95
2021-03-31 $1.1M 11k 108.50
2020-12-31 $1.0M 11k 91.93
2020-09-30 $760k 11k 70.27
2020-06-30 $802k 12k 68.28
2020-03-31 $555k 9.9k 56.12
2019-12-31 $530k 6.3k 83.86
2019-09-30 $451k 5.8k 77.81
2019-06-30 $537k 6.9k 78.22
2019-03-31 $511k 6.6k 77.10
2018-12-31 $476k 6.9k 69.38
2018-09-30 $599k 6.9k 87.31
2018-06-30 $573k 6.9k 83.52
2018-03-31 $475k 6.2k 77.07
2017-12-31 $472k 6.2k 76.74
2017-09-30 $301k 4.1k 74.14
2017-06-30 $285k 4.1k 70.20
2017-03-31 $281k 4.1k 69.21
2016-12-31 $279k 2.0k 137.44
2016-09-30 $263k 2.1k 124.29
2016-06-30 $256k 2.2k 116.05

More positions owned by Modera Wealth Management

EQT Corporation (EQT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Modera Wealth Management

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of New York Mellon
UBS Group
Raymond James & Associates
Northern Trust
Goldman Sachs Group
First Command Advisory Services
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index