Modera Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Modera Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.29M	Buy	68,386 +4,745	+7%	+$436K	0.08%	164
2025 Q1	$5.41M	Sell	63,641 -1,668	-3%	-$142K	0.07%	167
2024 Q4	$5.77M	Buy	65,309 +2,347	+4%	+$207K	0.07%	167
2024 Q3	$5.55M	Buy	62,962 +28	+0%	+$2.47K	0.07%	151
2024 Q2	$5.1M	Buy	62,934 +693	+1%	+$56.2K	0.08%	156
2024 Q1	$5.23M	Sell	62,241 -105	-0.2%	-$8.83K	0.08%	158
2023 Q4	$4.85M	Buy	62,346 +1,269	+2%	+$98.6K	0.08%	158
2023 Q3	$4.23M	Sell	61,077 -1,417	-2%	-$98.1K	0.08%	164
2023 Q2	$4.56M	Buy	62,494 +52,124	+503%	+$3.81M	0.08%	161
2023 Q1	$725K	Hold	10,370	–	–	0.03%	178
2022 Q4	$699K	Buy	10,370 +708	+7%	+$47.8K	0.03%	173
2022 Q3	$600K	Buy	9,662 +645	+7%	+$40.1K	0.03%	171
2022 Q2	$583K	Sell	9,017 -85	-0.9%	-$5.5K	0.03%	183
2022 Q1	$710K	Buy	9,102 +85	+0.9%	+$6.63K	0.03%	176
2021 Q4	$749K	Sell	9,017 -800	-8%	-$66.5K	0.03%	207
2021 Q3	$768K	Buy	9,817 +26	+0.3%	+$2.03K	0.04%	126
2021 Q2	$776K	Buy	9,791 +15	+0.2%	+$1.19K	0.04%	120
2021 Q1	$723K	Buy	9,776 +20	+0.2%	+$1.48K	0.05%	118
2020 Q4	$669K	Buy	9,756 +827	+9%	+$56.7K	0.05%	118
2020 Q3	$512K	Buy	8,929 +29	+0.3%	+$1.66K	0.08%	88
2020 Q2	$477K	Buy	8,900 +23	+0.3%	+$1.23K	0.08%	89
2020 Q1	$383K	Buy	8,877 +48	+0.5%	+$2.07K	0.08%	97
2019 Q4	$526K	Sell	8,829 -827	-9%	-$49.3K	0.08%	75
2019 Q3	$540K	Buy	9,656 +31	+0.3%	+$1.73K	0.09%	72
2019 Q2	$538K	Buy	9,625 +29	+0.3%	+$1.62K	0.1%	70
2019 Q1	$518K	Buy	9,596 +29	+0.3%	+$1.57K	0.1%	70
2018 Q4	$445K	Buy	9,567 +83	+0.9%	+$3.86K	0.09%	72
2018 Q3	$523K	Buy	9,484 +36	+0.4%	+$1.99K	0.11%	71
2018 Q2	$501K	Sell	9,448 -124	-1%	-$6.58K	0.11%	70
2018 Q1	$494K	Buy	9,572 +28	+0.3%	+$1.45K	0.1%	68
2017 Q4	$497K	Buy	9,544 +36	+0.4%	+$1.88K	0.11%	72
2017 Q3	$469K	Buy	+9,508	New	+$469K	0.11%	71