ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Modera Wealth Management, LLC's Holding History (CIK: 0001542143)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 52,385 Value ($000) $7,174 Avg Close Range
Q3 2025
Shares 52,544 Value ($000) $7,483 Avg Close Range
Q2 2025
Shares 52,880 Value ($000) $7,333 Avg Close Range
Q1 2025
Shares 52,950 Value ($000) $6,221 Avg Close Range
Q4 2024
Shares 52,975 Value ($000) $6,715 Avg Close Range
Q3 2024
Shares 52,975 Value ($000) $6,213 Avg Close Range
Q2 2024
Shares 53,550 Value ($000) $5,909 Avg Close Range
Q1 2024
Shares 53,889 Value ($000) $6,151 Avg Close Range
Q4 2023
Shares 54,907 Value ($000) $5,736 Avg Close Range
Q3 2023
Shares 55,581 Value ($000) $5,077 Avg Close Range
Q2 2023
Shares 56,476 Value ($000) $5,457 Avg Close Range
Q1 2023
Shares 21,952 Value ($000) $1,999 Avg Close Range
Q4 2022
Shares 21,952 Value ($000) $1,835 Avg Close Range
Q3 2022
Shares 22,522 Value ($000) $1,766 Avg Close Range
Q2 2022
Shares 22,522 Value ($000) $1,784 Avg Close Range
Q1 2022
Shares 23,224 Value ($000) $2,334 Avg Close Range
Q4 2021
Shares 22,903 Value ($000) $2,639 Avg Close Range