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iShares Dow Jones US Industrial shares owned by Modera Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Industrial (IYJ) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in iShares Dow Jones US Industrial

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Industrial 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 Dow Jones US Industrial by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $541k 4.7k 114.36
2023-09-30 $477k 4.7k 100.89
2023-06-30 $512k 4.8k 106.04

More positions owned by Modera Wealth Management

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)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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 Dow Jones US Industrial

Bank of America Corporation
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Prospera Financial Services
Goldman Sachs Group
Raymond James Financial Services Advisors
AE Wealth Management
Ferguson Wellman Capital Management
MinichMacGregor Wealth Management
Cambridge Investment Research Advisors
Norden Group
Janney Montgomery Scott
Baird Financial
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Industrial