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iShares Russell 1000 Value Index shares owned by Modera Wealth Management

Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in iShares Russell 1000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 1000 Value 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 Value Index by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $78M 472k 165.25
2023-09-30 $659k 8.4k 78.14
2023-06-30 $76M 479k 157.83
2023-03-31 $44M 289k 152.26
2022-12-31 $43M 282k 151.65
2022-09-30 $37M 271k 135.99
2022-06-30 $26M 179k 144.97
2022-03-31 $21M 126k 165.98
2021-12-31 $22M 133k 167.93
2021-09-30 $17M 109k 156.51
2021-06-30 $20M 128k 158.62
2021-03-31 $20M 129k 151.55
2020-12-31 $18M 130k 136.73
2020-09-30 $1.2M 10k 118.16
2020-06-30 $1.1M 10k 112.64
2020-03-31 $1.1M 11k 99.14
2019-12-31 $1.2M 8.6k 136.46
2019-09-30 $1.1M 8.8k 128.28
2019-06-30 $1.1M 8.4k 127.26
2019-03-31 $1.0M 8.5k 123.47
2018-12-31 $942k 8.5k 111.08
2018-09-30 $1.1M 8.9k 126.58
2018-06-30 $1.0M 8.3k 121.32
2018-03-31 $1.0M 8.4k 119.91
2017-12-31 $1.1M 8.5k 124.29
2017-09-30 $1.0M 8.5k 118.50
2017-06-30 $985k 8.5k 116.49
2017-03-31 $972k 8.5k 114.95
2016-12-31 $856k 7.6k 112.00
2016-09-30 $849k 8.0k 105.61
2016-06-30 $837k 8.1k 103.28
2016-03-31 $835k 8.5k 98.82
2015-12-31 $511k 5.2k 97.93
2015-09-30 $487k 5.2k 93.33
2015-06-30 $363k 3.5k 103.24
2015-03-31 $389k 3.8k 103.16
2014-12-31 $367k 3.5k 104.38
2014-09-30 $374k 3.7k 100.16
2014-06-30 $300k 3.0k 101.32
2014-03-31 $334k 3.5k 96.45
2013-12-31 $400k 4.2k 94.27
2013-09-30 $279k 3.2k 86.32
2013-06-30 $271k 3.2k 83.85
2013-03-31 $292k 3.6k 81.27
2012-12-31 $203k 2.8k 72.94

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Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
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Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Modera Wealth Management

Top funds holding iShares Russell 1000 Value Index

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GLOBALT Investments LLC / GA
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View all funds holding iShares Russell 1000 Value Index