ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 24,432 Value ($000) $7,892 Avg Close — Range —
Q3 2025
Shares 25,081 Value ($000) $8,027 Avg Close — Range —
Q2 2025
Shares 26,900 Value ($000) $7,690 Avg Close — Range —
Q1 2025
Shares 26,919 Value ($000) $6,879 Avg Close — Range —
Q4 2024
Shares 27,530 Value ($000) $7,924 Avg Close — Range —
Q3 2024
Shares 27,529 Value ($000) $7,818 Avg Close — Range —
Q2 2024
Shares 28,173 Value ($000) $7,396 Avg Close — Range —
Q1 2024
Shares 28,395 Value ($000) $7,689 Avg Close — Range —
Q4 2023
Shares 28,995 Value ($000) $7,313 Avg Close — Range —
Q3 2023
Shares 29,452 Value ($000) $6,602 Avg Close — Range —
Q2 2023
Shares 29,156 Value ($000) $7,075 Avg Close — Range —
Q1 2023
Shares 20,051 Value ($000) $4,548 Avg Close — Range —
Q4 2022
Shares 21,122 Value ($000) $4,531 Avg Close — Range —
Q3 2022
Shares 23,000 Value ($000) $4,752 Avg Close — Range —
Q2 2022
Shares 24,547 Value ($000) $5,064 Avg Close — Range —
Q1 2022
Shares 23,857 Value ($000) $6,101 Avg Close — Range —
Q4 2021
Shares 24,147 Value ($000) $7,076 Avg Close — Range —
Q3 2021
Shares 1,213 Value ($000) $356 Avg Close — Range —
Q2 2021
Shares 1,206 Value ($000) $376 Avg Close — Range —
Q1 2021
Shares 1,206 Value ($000) $363 Avg Close — Range —
Q4 2020
Shares 1,206 Value ($000) $345 Avg Close — Range —