iShares S&P SmallCap 600 Growth shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Growth (IJT) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares S&P SmallCap 600 Growth
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Quarterly reported holdings in iShares S&P SmallCap 600 Growth by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 12k | 130.73 |
| 2023-12-31 | $1.5M | 12k | 125.14 |
| 2023-09-30 | $3.7M | 45k | 82.52 |
| 2023-06-30 | $1.4M | 12k | 114.93 |
| 2023-03-31 | $1.3M | 12k | 109.94 |
| 2022-12-31 | $1.5M | 14k | 108.07 |
| 2022-09-30 | $1.4M | 13k | 101.63 |
| 2022-06-30 | $1.6M | 15k | 105.35 |
| 2022-03-31 | $1.4M | 11k | 125.07 |
| 2021-12-31 | $1.2M | 8.5k | 138.85 |
| 2021-09-30 | $1.2M | 8.9k | 130.07 |
| 2021-06-30 | $1.2M | 8.9k | 132.60 |
| 2021-03-31 | $1.2M | 9.0k | 128.22 |
| 2020-12-31 | $1.2M | 10k | 114.18 |
| 2020-09-30 | $741k | 4.2k | 176.39 |
| 2020-06-30 | $741k | 4.4k | 169.68 |
| 2020-03-31 | $621k | 4.5k | 137.82 |
| 2019-12-31 | $1.0M | 5.4k | 193.28 |
| 2019-09-30 | $959k | 5.4k | 178.35 |
| 2019-06-30 | $1.1M | 5.9k | 182.43 |
| 2019-03-31 | $1.1M | 6.1k | 178.45 |
| 2018-12-31 | $1.2M | 7.3k | 161.38 |
| 2018-09-30 | $1.5M | 7.6k | 201.78 |
| 2018-06-30 | $1.3M | 6.9k | 188.94 |
| 2018-03-31 | $667k | 3.8k | 173.83 |
| 2017-12-31 | $726k | 4.3k | 170.06 |
| 2017-09-30 | $636k | 3.9k | 164.55 |
| 2017-06-30 | $463k | 3.0k | 156.00 |
| 2017-03-31 | $252k | 1.6k | 152.91 |
| 2016-09-30 | $364k | 2.7k | 137.25 |
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