iShares Russell 2000 Index shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 167k | 241.96 |
| 2025-06-30 | $38M | 175k | 215.79 |
| 2025-03-31 | $36M | 181k | 199.49 |
| 2024-12-31 | $41M | 183k | 220.96 |
| 2024-09-30 | $41M | 185k | 220.89 |
| 2024-06-30 | $38M | 186k | 202.89 |
| 2024-03-31 | $40M | 190k | 210.30 |
| 2023-12-31 | $39M | 194k | 200.71 |
| 2023-09-30 | $34M | 190k | 176.74 |
| 2023-06-30 | $40M | 212k | 187.27 |
| 2023-03-31 | $35M | 194k | 178.40 |
| 2022-12-31 | $62M | 357k | 174.36 |
| 2022-09-30 | $57M | 348k | 164.92 |
| 2022-06-30 | $47M | 278k | 169.36 |
| 2022-03-31 | $45M | 219k | 205.27 |
| 2021-12-31 | $23M | 105k | 222.45 |
| 2021-09-30 | $21M | 96k | 218.75 |
| 2021-06-30 | $22M | 95k | 229.37 |
| 2021-03-31 | $20M | 90k | 220.93 |
| 2020-12-31 | $17M | 88k | 196.06 |
| 2020-09-30 | $9.8M | 65k | 149.79 |
| 2020-06-30 | $8.2M | 57k | 143.18 |
| 2020-03-31 | $2.4M | 21k | 114.46 |
| 2019-12-31 | $349k | 2.1k | 165.72 |
| 2019-09-30 | $301k | 2.0k | 151.18 |
| 2019-06-30 | $338k | 2.2k | 155.69 |
| 2019-03-31 | $290k | 1.9k | 152.95 |
| 2018-12-31 | $277k | 2.1k | 133.75 |
| 2018-09-30 | $320k | 1.9k | 168.78 |
| 2018-06-30 | $311k | 1.9k | 164.03 |
| 2018-03-31 | $262k | 1.7k | 151.62 |
| 2017-12-31 | $264k | 1.7k | 152.78 |
| 2017-09-30 | $323k | 2.2k | 148.37 |
| 2017-06-30 | $245k | 1.7k | 141.05 |
| 2017-03-31 | $246k | 1.8k | 137.66 |
| 2016-12-31 | $233k | 1.7k | 134.84 |
| 2016-09-30 | $302k | 2.4k | 124.38 |
| 2016-06-30 | $206k | 1.8k | 114.89 |
| 2016-03-31 | $292k | 2.6k | 110.65 |
| 2013-12-31 | $363k | 3.1k | 115.27 |