MWM
Modera Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.1M | Buy |
379,455
+143,536
| +61% | +$21.6M | 0.71% | 37 |
|
|
2025
Q1 | $30M | Buy |
235,919
+8,321
| +4% | +$1.06M | 0.41% | 57 |
|
|
2024
Q4 | $31.7M | Sell |
227,598
-673
| -0.3% | -$93.8K | 0.38% | 56 |
|
|
2024
Q3 | $30.1M | Buy |
228,271
+2,797
| +1% | +$369K | 0.38% | 57 |
|
|
2024
Q2 | $28.7M | Sell |
225,474
-7,079
| -3% | -$902K | 0.42% | 56 |
|
|
2024
Q1 | $27.3M | Sell |
232,553
-1,323
| -0.6% | -$155K | 0.42% | 58 |
|
|
2023
Q4 | $24.3M | Buy |
233,876
+4,528
| +2% | +$471K | 0.4% | 62 |
|
|
2023
Q3 | $21.7M | Sell |
229,348
-2,674
| -1% | -$254K | 0.41% | 62 |
|
|
2023
Q2 | $22.7M | Buy |
232,022
+34,292
| +17% | +$3.35M | 0.41% | 62 |
|
|
2023
Q1 | $17.6M | Sell |
197,730
-173,072
| -47% | -$15.4M | 0.68% | 37 |
|
|
2022
Q4 | $30.2M | Buy |
370,802
+148,600
| +67% | +$12.1M | 1.23% | 25 |
|
|
2022
Q3 | $17.8M | Buy |
222,202
+15,458
| +7% | +$1.24M | 0.9% | 31 |
|
|
2022
Q2 | $17.3M | Sell |
206,744
-6,000
| -3% | -$502K | 0.82% | 30 |
|
|
2022
Q1 | $22.5M | Buy |
212,744
+201,285
| +1,757% | +$21.3M | 0.99% | 27 |
|
|
2021
Q4 | $1.33M | Buy |
+11,459
| New | +$1.33M | 0.05% | 147 |
|