iShares S&P MidCap 400 Value Index shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 28k | 118.29 |
| 2023-12-31 | $3.2M | 28k | 114.04 |
| 2023-09-30 | $3.5M | 92k | 37.95 |
| 2023-06-30 | $3.0M | 28k | 107.13 |
| 2023-03-31 | $2.7M | 27k | 102.77 |
| 2022-12-31 | $2.6M | 26k | 100.80 |
| 2022-09-30 | $2.4M | 26k | 90.02 |
| 2022-06-30 | $2.5M | 26k | 94.39 |
| 2022-03-31 | $2.9M | 26k | 109.63 |
| 2021-12-31 | $3.0M | 27k | 110.67 |
| 2021-09-30 | $357k | 3.5k | 103.18 |
| 2021-06-30 | $284k | 2.7k | 105.34 |
| 2020-09-30 | $396k | 2.9k | 134.88 |
| 2020-06-30 | $417k | 3.1k | 132.97 |
| 2020-03-31 | $300k | 2.7k | 109.65 |
| 2019-12-31 | $467k | 2.7k | 170.69 |
| 2019-09-30 | $437k | 2.7k | 159.72 |
| 2019-06-30 | $436k | 2.7k | 159.36 |
| 2019-03-31 | $429k | 2.7k | 156.80 |
| 2018-12-31 | $421k | 3.0k | 138.40 |
| 2018-09-30 | $509k | 3.0k | 167.32 |
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