ISHARES TR

Ticker: IJJ CUSIP: 464287705 Class: S&P MC 400VL ETF

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

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

Q4 2025
Shares 29,946 Value ($000) $3,941 Avg Close Range
Q3 2025
Shares 29,946 Value ($000) $3,885 Avg Close Range
Q2 2025
Shares 30,519 Value ($000) $3,772 Avg Close Range
Q1 2025
Shares 30,491 Value ($000) $3,651 Avg Close Range
Q4 2024
Shares 30,029 Value ($000) $3,752 Avg Close Range
Q3 2024
Shares 29,736 Value ($000) $3,676 Avg Close Range
Q2 2024
Shares 29,736 Value ($000) $3,374 Avg Close Range
Q1 2024
Shares 27,846 Value ($000) $3,294 Avg Close Range
Q4 2023
Shares 27,873 Value ($000) $3,179 Avg Close Range
Q3 2023
Shares 27,873 Value ($000) $2,813 Avg Close Range
Q2 2023
Shares 28,108 Value ($000) $3,011 Avg Close Range
Q1 2023
Shares 26,491 Value ($000) $2,722 Avg Close Range
Q4 2022
Shares 26,256 Value ($000) $2,647 Avg Close Range
Q3 2022
Shares 26,284 Value ($000) $2,366 Avg Close Range
Q2 2022
Shares 26,284 Value ($000) $2,481 Avg Close Range
Q1 2022
Shares 26,343 Value ($000) $2,888 Avg Close Range
Q4 2021
Shares 26,819 Value ($000) $2,968 Avg Close Range
Q3 2021
Shares 3,460 Value ($000) $357 Avg Close Range
Q2 2021
Shares 2,696 Value ($000) $284 Avg Close Range
Q3 2020
Shares 2,936 Value ($000) $396 Avg Close Range
Q2 2020
Shares 3,136 Value ($000) $417 Avg Close Range
Q1 2020
Shares 2,736 Value ($000) $300 Avg Close Range
Q4 2019
Shares 2,736 Value ($000) $467 Avg Close Range
Q3 2019
Shares 2,736 Value ($000) $437 Avg Close Range
Q2 2019
Shares 2,736 Value ($000) $436 Avg Close Range
Q1 2019
Shares 2,736 Value ($000) $429 Avg Close Range
Q4 2018
Shares 3,042 Value ($000) $421 Avg Close Range
Q3 2018
Shares 3,042 Value ($000) $509 Avg Close Range