iShares S&P 500 Growth Index shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $59M | 789k | 75.10 |
| 2023-09-30 | $2.0M | 43k | 45.30 |
| 2023-06-30 | $57M | 807k | 70.48 |
| 2023-03-31 | $21M | 333k | 63.89 |
| 2022-12-31 | $28M | 483k | 58.50 |
| 2022-09-30 | $34M | 585k | 57.85 |
| 2022-06-30 | $29M | 476k | 60.35 |
| 2022-03-31 | $34M | 446k | 76.38 |
| 2021-12-31 | $23M | 280k | 83.67 |
| 2021-09-30 | $22M | 294k | 73.91 |
| 2021-06-30 | $39M | 542k | 72.73 |
| 2021-03-31 | $35M | 536k | 65.11 |
| 2020-12-31 | $35M | 553k | 63.82 |
| 2020-09-30 | $470k | 2.0k | 231.30 |
| 2020-06-30 | $422k | 2.0k | 207.68 |
| 2020-03-31 | $335k | 2.0k | 164.86 |
| 2019-12-31 | $393k | 2.0k | 193.41 |
| 2019-09-30 | $366k | 2.0k | 180.12 |
| 2019-06-30 | $411k | 2.3k | 179.32 |
| 2019-03-31 | $395k | 2.3k | 172.34 |
| 2018-12-31 | $345k | 2.3k | 150.52 |
| 2018-09-30 | $493k | 2.8k | 177.02 |