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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Quarterly reported holdings in iShares Russell 2000 Value Index by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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