ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 739,155 Value ($000) $84,057 Avg Close Range
Q3 2025
Shares 829,674 Value ($000) $91,754 Avg Close Range
Q2 2025
Shares 849,875 Value ($000) $84,554 Avg Close Range
Q1 2025
Shares 710,681 Value ($000) $69,277 Avg Close Range
Q4 2024
Shares 752,320 Value ($000) $81,709 Avg Close Range
Q3 2024
Shares 763,500 Value ($000) $82,198 Avg Close Range
Q2 2024
Shares 785,803 Value ($000) $76,435 Avg Close Range
Q1 2024
Shares 799,994 Value ($000) $82,207 Avg Close Range
Q4 2023
Shares 816,381 Value ($000) $84,144 Avg Close Range
Q3 2023
Shares 837,125 Value ($000) $74,688 Avg Close Range
Q2 2023
Shares 812,531 Value ($000) $77,264 Avg Close Range
Q1 2023
Shares 96,687 Value ($000) $9,049 Avg Close Range
Q4 2022
Shares 97,358 Value ($000) $8,890 Avg Close Range
Q3 2022
Shares 94,441 Value ($000) $7,787 Avg Close Range
Q2 2022
Shares 96,152 Value ($000) $8,560 Avg Close Range
Q1 2022
Shares 95,164 Value ($000) $9,744 Avg Close Range
Q4 2021
Shares 93,429 Value ($000) $9,762 Avg Close Range
Q3 2021
Shares 93,844 Value ($000) $9,447 Avg Close Range
Q2 2021
Shares 92,010 Value ($000) $9,701 Avg Close Range
Q1 2021
Shares 91,482 Value ($000) $9,216 Avg Close Range
Q4 2020
Shares 91,585 Value ($000) $7,447 Avg Close Range
Q3 2020
Shares 1,683 Value ($000) $206 Avg Close Range
Q2 2020
Shares 1,981 Value ($000) $238 Avg Close Range
Q1 2020
Shares 2,854 Value ($000) $285 Avg Close Range
Q2 2019
Shares 1,381 Value ($000) $205 Avg Close Range
Q1 2019
Shares 1,379 Value ($000) $203 Avg Close Range
Q4 2018
Shares 1,657 Value ($000) $219 Avg Close Range
Q3 2018
Shares 1,654 Value ($000) $276 Avg Close Range
Q2 2018
Shares 1,472 Value ($000) $240 Avg Close Range
Q1 2018
Shares 1,472 Value ($000) $222 Avg Close Range
Q4 2017
Shares 1,471 Value ($000) $226 Avg Close Range