MWM
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Modera Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Modera Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$544K Buy
1,787
+1,028
+135% +$313K 0.01% 433
2025
Q1 		$206K Hold
759
– – ﹤0.01% 590
2024
Q4 		$219K Hold
759
– – ﹤0.01% 576
2024
Q3 		$210K Hold
759
– – ﹤0.01% 572
2024
Q2 		$201K Buy
+759
New +$201K ﹤0.01% 548