iShares S&P SmallCap 600 Value Idx shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Value Idx (IJS) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares S&P SmallCap 600 Value Idx
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Quarterly reported holdings in iShares S&P SmallCap 600 Value Idx by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $92M | 830k | 110.59 |
| 2025-06-30 | $85M | 850k | 99.49 |
| 2025-03-31 | $69M | 711k | 97.48 |
| 2024-12-31 | $82M | 752k | 108.61 |
| 2024-09-30 | $82M | 764k | 107.66 |
| 2024-06-30 | $76M | 786k | 97.27 |
| 2024-03-31 | $82M | 800k | 102.76 |
| 2023-12-31 | $84M | 816k | 103.07 |
| 2023-09-30 | $5.5M | 59k | 94.19 |
| 2023-06-30 | $77M | 813k | 95.09 |
| 2023-03-31 | $9.0M | 97k | 93.59 |
| 2022-12-31 | $8.9M | 97k | 91.31 |
| 2022-09-30 | $7.8M | 94k | 82.45 |
| 2022-06-30 | $8.6M | 96k | 89.03 |
| 2022-03-31 | $9.7M | 95k | 102.39 |
| 2021-12-31 | $9.8M | 93k | 104.49 |
| 2021-09-30 | $9.4M | 94k | 100.67 |
| 2021-06-30 | $9.7M | 92k | 105.43 |
| 2021-03-31 | $9.2M | 92k | 100.74 |
| 2020-12-31 | $7.4M | 92k | 81.31 |
| 2020-09-30 | $206k | 1.7k | 122.40 |
| 2020-06-30 | $238k | 2.0k | 120.14 |
| 2020-03-31 | $285k | 2.9k | 99.86 |
| 2019-06-30 | $205k | 1.4k | 148.44 |
| 2019-03-31 | $203k | 1.4k | 147.21 |
| 2018-12-31 | $219k | 1.7k | 132.17 |
| 2018-09-30 | $276k | 1.7k | 166.87 |
| 2018-06-30 | $240k | 1.5k | 163.04 |
| 2018-03-31 | $222k | 1.5k | 150.82 |
| 2017-12-31 | $226k | 1.5k | 153.64 |
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