iShares S&P MidCap 400 Index shares owned by Modera Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in iShares S&P MidCap 400 Index
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Quarterly reported holdings in iShares S&P MidCap 400 Index by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $53M | 866k | 60.74 |
| 2023-12-31 | $49M | 176k | 277.15 |
| 2023-09-30 | $45M | 180k | 249.35 |
| 2023-06-30 | $48M | 182k | 261.48 |
| 2023-03-31 | $28M | 113k | 250.16 |
| 2022-12-31 | $27M | 112k | 241.89 |
| 2022-09-30 | $26M | 117k | 219.26 |
| 2022-06-30 | $28M | 123k | 226.23 |
| 2022-03-31 | $38M | 141k | 268.34 |
| 2021-12-31 | $51M | 180k | 283.08 |
| 2021-09-30 | $49M | 186k | 263.07 |
| 2021-06-30 | $50M | 185k | 268.73 |
| 2021-03-31 | $48M | 186k | 260.28 |
| 2020-12-31 | $44M | 193k | 229.83 |
| 2020-09-30 | $37M | 199k | 185.31 |
| 2020-06-30 | $37M | 208k | 177.82 |
| 2020-03-31 | $32M | 220k | 143.86 |
| 2019-12-31 | $46M | 224k | 205.82 |
| 2019-09-30 | $44M | 230k | 193.23 |
| 2019-06-30 | $44M | 227k | 194.26 |
| 2019-03-31 | $43M | 229k | 189.40 |
| 2018-12-31 | $37M | 222k | 166.06 |
| 2018-09-30 | $45M | 221k | 201.29 |
| 2018-06-30 | $43M | 221k | 194.78 |
| 2018-03-31 | $43M | 232k | 187.57 |
| 2017-12-31 | $44M | 230k | 189.78 |
| 2017-09-30 | $42M | 232k | 178.90 |
| 2017-06-30 | $40M | 232k | 173.95 |
| 2017-03-31 | $40M | 231k | 171.22 |
| 2016-12-31 | $40M | 241k | 165.34 |
| 2016-09-30 | $38M | 244k | 154.71 |
| 2016-06-30 | $37M | 249k | 149.39 |
| 2016-03-31 | $36M | 249k | 144.19 |
| 2015-12-31 | $34M | 246k | 139.32 |
| 2015-09-30 | $34M | 250k | 136.61 |
| 2015-06-30 | $38M | 255k | 149.98 |
| 2015-03-31 | $39M | 258k | 151.98 |
| 2014-12-31 | $39M | 268k | 144.80 |
| 2014-09-30 | $38M | 275k | 136.74 |
| 2014-06-30 | $40M | 276k | 143.08 |
| 2014-03-31 | $37M | 270k | 137.47 |
| 2013-12-31 | $35M | 263k | 133.81 |
| 2013-09-30 | $31M | 250k | 124.14 |
| 2013-06-30 | $28M | 246k | 115.50 |
| 2013-03-31 | $28M | 246k | 115.07 |
| 2012-12-31 | $24M | 240k | 101.70 |
| 2012-09-30 | $22M | 225k | 98.68 |
| 2012-03-31 | $19M | 189k | 99.22 |
| 2011-12-31 | $17M | 192k | 87.61 |