iShares Russell 3000 Index shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 6.3k | 326.75 |
| 2024-06-30 | $2.0M | 6.5k | 308.69 |
| 2024-03-31 | $2.1M | 7.1k | 300.09 |
| 2023-12-31 | $1.9M | 6.8k | 273.75 |
| 2023-09-30 | $1.5M | 18k | 80.97 |
| 2023-06-30 | $2.0M | 7.9k | 254.49 |
| 2023-03-31 | $1.7M | 7.1k | 235.42 |
| 2022-12-31 | $1.7M | 7.6k | 220.69 |
| 2022-09-30 | $1.6M | 7.7k | 207.10 |
| 2022-06-30 | $1.8M | 8.3k | 217.43 |
| 2022-03-31 | $2.3M | 8.6k | 262.38 |
| 2021-12-31 | $2.0M | 7.3k | 277.56 |
| 2021-09-30 | $1.6M | 6.4k | 254.86 |
| 2021-06-30 | $1.6M | 6.4k | 255.98 |
| 2021-03-31 | $1.5M | 6.4k | 237.18 |
| 2020-12-31 | $1.4M | 6.4k | 223.51 |
| 2020-09-30 | $1.2M | 6.4k | 195.72 |
| 2020-06-30 | $1.2M | 6.6k | 180.03 |
| 2020-03-31 | $973k | 6.6k | 148.35 |