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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$544K	Buy
2025 Q1	$206K	Hold
2024 Q4	$219K	Hold
2024 Q3	$210K	Hold
2024 Q2	$201K	Buy