ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 6,229 Value ($000) $2,410 Avg Close — Range —
Q3 2025
Shares 6,403 Value ($000) $2,427 Avg Close — Range —
Q2 2025
Shares 6,474 Value ($000) $2,273 Avg Close — Range —
Q1 2025
Shares 6,158 Value ($000) $1,956 Avg Close — Range —
Q4 2024
Shares 6,316 Value ($000) $2,111 Avg Close — Range —
Q3 2024
Shares 6,334 Value ($000) $2,070 Avg Close — Range —
Q2 2024
Shares 6,469 Value ($000) $1,997 Avg Close — Range —
Q1 2024
Shares 7,100 Value ($000) $2,131 Avg Close — Range —
Q4 2023
Shares 6,804 Value ($000) $1,863 Avg Close — Range —
Q3 2023
Shares 7,243 Value ($000) $1,775 Avg Close — Range —
Q2 2023
Shares 7,888 Value ($000) $2,007 Avg Close — Range —
Q1 2023
Shares 7,118 Value ($000) $1,676 Avg Close — Range —
Q4 2022
Shares 7,615 Value ($000) $1,681 Avg Close — Range —
Q3 2022
Shares 7,716 Value ($000) $1,598 Avg Close — Range —
Q2 2022
Shares 8,297 Value ($000) $1,804 Avg Close — Range —
Q1 2022
Shares 8,640 Value ($000) $2,267 Avg Close — Range —
Q4 2021
Shares 7,256 Value ($000) $2,014 Avg Close — Range —
Q3 2021
Shares 6,435 Value ($000) $1,640 Avg Close — Range —
Q2 2021
Shares 6,434 Value ($000) $1,647 Avg Close — Range —
Q1 2021
Shares 6,434 Value ($000) $1,526 Avg Close — Range —
Q4 2020
Shares 6,447 Value ($000) $1,441 Avg Close — Range —
Q3 2020
Shares 6,361 Value ($000) $1,245 Avg Close — Range —
Q2 2020
Shares 6,560 Value ($000) $1,181 Avg Close — Range —
Q1 2020
Shares 6,559 Value ($000) $973 Avg Close — Range —