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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

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Quarterly 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