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
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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