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iShares Russell 3000 Growth Index shares owned by Modera Wealth Management

Quarter-by-quarter ownership of iShares Russell 3000 Growth Index (IUSG) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in iShares Russell 3000 Growth Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Growth Index held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Growth Index by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $30M 228k 131.91
2024-06-30 $29M 226k 127.48
2024-03-31 $27M 233k 117.21
2023-12-31 $24M 234k 104.10
2023-09-30 $22M 229k 94.83
2023-06-30 $23M 232k 97.64
2023-03-31 $18M 198k 88.77
2022-12-31 $30M 371k 81.52
2022-09-30 $18M 222k 80.18
2022-06-30 $17M 207k 83.70
2022-03-31 $23M 213k 105.66
2021-12-31 $1.3M 12k 115.63