News + Filings Holdings
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Modera Wealth Management, LLC
> IWM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWM | 212,229 | 18,568 | 39,744,078,000 | 5,194,988,000 | $187,269.78 |
| 03/31/2023 | iSHARES TRUST | IWM | 193,661 | -163,579 | 34,549,090,000 | -27,739,192,000 | $178,399.83 |
| 12/31/2022 | iSHARES TRUST | IWM | 357,240 | 9,492 | 62,288,282,000 | 62,230,931,000 | $174,359.76 |
| 09/30/2022 | iSHARES TRUST | IWM | 347,748 | 70,244 | 57,351,000 | 10,353,000 | $164.92 |
| 06/30/2022 | iSHARES TRUST | IWM | 277,504 | 58,112 | 46,998,000 | 1,963,000 | $169.36 |
| 03/31/2022 | iSHARES TRUST | IWM | 219,392 | 114,843 | 45,035,000 | 21,778,000 | $205.27 |
| 12/31/2021 | iSHARES TRUST | IWM | 104,549 | 8,930 | 23,257,000 | 2,340,000 | $222.45 |
| 09/30/2021 | iSHARES TRUST | IWM | 95,619 | 932 | 20,917,000 | -801,000 | $218.75 |
| 06/30/2021 | iSHARES TRUST | IWM | 94,687 | 6,356 | 21,718,000 | 4,400,000 | $229.37 |
| 12/31/2020 | iSHARES TRUST | IWM | 88,331 | 23,201 | 17,318,000 | 7,562,000 | $196.06 |
| 09/30/2020 | iSHARES TRUST | IWM | 65,130 | 7,921 | 9,756,000 | 1,565,000 | $149.79 |
| 06/30/2020 | iSHARES TRUST | IWM | 57,209 | 36,049 | 8,191,000 | 5,769,000 | $143.18 |
| 03/31/2020 | iSHARES TRUST | IWM | 21,160 | 19,054 | 2,422,000 | 2,073,000 | $114.46 |
| 12/31/2019 | iSHARES TRUST | IWM | 2,106 | 115 | 349,000 | 48,000 | $165.72 |
| 09/30/2019 | iSHARES TRUST | IWM | 1,991 | -180 | 301,000 | -37,000 | $151.18 |
| 06/30/2019 | iSHARES TRUST | IWM | 2,171 | 275 | 338,000 | 48,000 | $155.69 |
| 03/31/2019 | iSHARES TRUST | IWM | 1,896 | -175 | 290,000 | 13,000 | $152.95 |
| 12/31/2018 | iSHARES TRUST | IWM | 2,071 | 175 | 277,000 | -43,000 | $133.75 |
| 09/30/2018 | iSHARES TRUST | IWM | 1,896 | 0 | 320,000 | 9,000 | $168.78 |
| 06/30/2018 | iSHARES TRUST | IWM | 1,896 | 168 | 311,000 | 49,000 | $164.03 |
| 03/31/2018 | iSHARES TRUST | IWM | 1,728 | 0 | 262,000 | -2,000 | $151.62 |
| 12/31/2017 | iSHARES TRUST | IWM | 1,728 | 1,728 | 264,000 | 264,000 | $152.78 |
| 09/30/2017 | iSHARES TRUST | IWM | 0 | -1,737 | 0 | -245,000 | |
| 06/30/2017 | iSHARES TRUST | IWM | 1,737 | -50 | 245,000 | -1,000 | $141.05 |
| 03/31/2017 | iSHARES TRUST | IWM | 1,787 | 59 | 246,000 | 13,000 | $137.66 |
| 12/31/2016 | iSHARES TRUST | IWM | 1,728 | -700 | 233,000 | -69,000 | $134.84 |
| 09/30/2016 | iSHARES TRUST | IWM | 2,428 | 635 | 302,000 | 96,000 | $124.38 |
| 06/30/2016 | iSHARES TRUST | IWM | 1,793 | -846 | 206,000 | -86,000 | $114.89 |
| 03/31/2016 | iSHARES TRUST | IWM | 2,639 | 2,639 | 292,000 | 292,000 | $110.65 |
| 03/31/2014 | iSHARES TRUST | IWM | 0 | -3,149 | 0 | -363,000 | |
| 12/31/2013 | iSHARES TRUST | IWM | 3,149 | 3,149 | 363,000 | 363,000 | $115.27 |
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