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iShares Russell 2000 Value Index shares owned by Modera Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 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 2000 Value Index by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 154k 166.82
2024-06-30 $24M 159k 152.30
2024-03-31 $26M 163k 158.81
2023-12-31 $26M 164k 155.33
2023-09-30 $769k 7.1k 107.64
2023-06-30 $28M 201k 140.80
2023-03-31 $30M 218k 137.02
2022-12-31 $30M 220k 138.67
2022-09-30 $26M 200k 128.93
2022-06-30 $20M 146k 136.15
2022-03-31 $19M 120k 161.40
2021-12-31 $14M 84k 166.05
2021-09-30 $11M 68k 160.22
2021-06-30 $13M 80k 165.77
2021-03-31 $14M 88k 159.47
2020-12-31 $12M 89k 131.75
2020-09-30 $6.4M 65k 99.33
2020-06-30 $7.3M 75k 97.45
2020-03-31 $9.6M 117k 82.03
2019-12-31 $13M 102k 128.58
2019-09-30 $12M 101k 119.41
2019-06-30 $13M 109k 120.50
2019-03-31 $12M 102k 119.90
2018-12-31 $9.5M 88k 107.53
2018-09-30 $11M 85k 133.00
2018-06-30 $10M 79k 131.92
2018-03-31 $9.2M 76k 121.88
2017-12-31 $8.1M 65k 125.75
2017-09-30 $7.4M 59k 124.12
2017-06-30 $6.1M 51k 118.87
2017-03-31 $5.2M 44k 118.17
2016-12-31 $3.8M 32k 118.94
2016-09-30 $2.7M 26k 104.76
2016-06-30 $1.8M 18k 97.26
2016-03-31 $403k 4.3k 93.22

More positions owned by Modera Wealth Management

EQT Corporation (EQT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Starboard Value
Pnc Financial Services
M^T Bank Corporation
Goldman Sachs Group
D.A. Davidson & Co.
LPL Financial
Commonwealth Equity Services
Wells Fargo & Company
Us Bancorp

View all funds holding iShares Russell 2000 Value Index