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Modera Wealth Management, LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on IJR, newest first. How the timeline and the estimate are built.

Modera Wealth Management, LLC held 1,421,648 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,421,648 shares
    Change vs previous 13F +13,395 shares

    2.25% of the 13F portfolio, value $210,844,606.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,408,253 shares
    Change vs previous 13F -2,096 shares

    2.1% of the 13F portfolio, value $175,059,883.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,410,349 shares
    Change vs previous 13F -36,142 shares

    1.96% of the 13F portfolio, value $169,495,686.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,446,491 shares
    Change vs previous 13F -5,506 shares

    1.99% of the 13F portfolio, value $171,886,513.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,451,997 shares
    Change vs previous 13F -194,149 shares

    1.96% of the 13F portfolio, value $158,688,718.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,646,146 shares
    Change vs previous 13F -68,558 shares

    2.33% of the 13F portfolio, value $172,137,445.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,714,704 shares
    Change vs previous 13F +78,390 shares

    2.39% of the 13F portfolio, value $197,568,147.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,636,314 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $191,383,248.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).