iShares Russell 1000 Index shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Modera Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $21M | 68k | 314.39 |
2024-06-30 | $20M | 68k | 297.54 |
2024-03-31 | $19M | 67k | 288.03 |
2023-12-31 | $18M | 67k | 262.26 |
2023-09-30 | $562k | 17k | 33.96 |
2023-06-30 | $17M | 68k | 243.74 |
2023-03-31 | $14M | 64k | 225.23 |
2022-12-31 | $14M | 64k | 210.52 |
2022-09-30 | $13M | 64k | 197.33 |
2022-06-30 | $13M | 65k | 207.76 |
2022-03-31 | $17M | 68k | 250.07 |
2021-12-31 | $19M | 71k | 264.44 |
2021-09-30 | $18M | 75k | 241.71 |
2021-06-30 | $18M | 74k | 242.08 |
2021-03-31 | $17M | 76k | 223.84 |
2020-12-31 | $17M | 79k | 211.83 |
2020-09-30 | $15M | 78k | 187.15 |
2020-06-30 | $14M | 80k | 171.69 |
2020-03-31 | $12M | 86k | 141.53 |
2019-12-31 | $16M | 91k | 178.42 |
2019-09-30 | $16M | 94k | 164.54 |
2019-06-30 | $16M | 96k | 162.79 |
2019-03-31 | $16M | 100k | 157.31 |
2018-12-31 | $14M | 102k | 138.69 |
2018-09-30 | $17M | 104k | 161.71 |
2018-06-30 | $16M | 105k | 151.98 |
2018-03-31 | $16M | 110k | 146.86 |
2017-12-31 | $17M | 116k | 148.61 |
2017-09-30 | $16M | 117k | 139.88 |
2017-06-30 | $16M | 117k | 135.27 |
2017-03-31 | $15M | 116k | 131.25 |
2016-12-31 | $15M | 122k | 124.46 |
2016-09-30 | $15M | 126k | 120.46 |
2016-06-30 | $16M | 133k | 116.89 |
2016-03-31 | $16M | 136k | 114.07 |
2015-12-31 | $16M | 139k | 113.31 |
2015-09-30 | $15M | 141k | 107.05 |
2015-06-30 | $17M | 149k | 116.04 |
2015-03-31 | $18M | 152k | 115.85 |
2014-12-31 | $18M | 158k | 114.63 |
2014-09-30 | $18M | 164k | 109.87 |
2014-06-30 | $18M | 166k | 110.11 |
2014-03-31 | $18M | 168k | 104.77 |
2013-12-31 | $18M | 172k | 103.17 |
2013-09-30 | $17M | 181k | 94.17 |
2013-06-30 | $17M | 188k | 89.93 |
2013-03-31 | $18M | 200k | 87.21 |
2012-12-31 | $16M | 203k | 79.15 |
2012-09-30 | $17M | 212k | 79.48 |
2012-03-31 | $17M | 218k | 77.96 |
2011-12-31 | $16M | 227k | 69.31 |