Modera Wealth Management, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1542143 WESTWOOD, NJ

Position in IBB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,034,037

+$6,228 QoQ

Shares Held

6,124

+0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,034,037	6,124	+0.6%	Shares	Sole	2026-05-06
2025-12-31	$1,027,809	6,090	+0.4%	Shares	Sole	2026-01-21
2025-09-30	$875,604	6,065	-3.0%	Shares	Sole	2025-10-31
2025-06-30	$791,320	6,255	+4.1%	Shares	Sole	2025-08-06
2025-03-31	$768,167	6,006	-1.0%	Shares	Sole	2025-05-08
2024-12-31	$802,382	6,069	-1.4%	Shares	Sole	2025-02-06
2024-09-30	$896,604	6,158	-2.2%	Shares	Sole	2024-10-24
2024-06-30	$864,188	6,296	-1.4%	Shares	Sole	2024-07-29
2024-03-31	$876,561	6,388	-3.9%	Shares	Sole	2024-05-14
2023-12-31	$903,402	6,650	-1.6%	Shares	Sole	2024-02-14
2023-09-30	$826,191	6,756	+0.5%	Shares	Sole	2023-11-30
2023-06-30	$853,298	6,721	+49.0%	Shares	Sole	2023-08-07
2023-03-31	$582,769	4,512	0.0%	Shares	Sole	2023-05-05
2022-12-31	$592,380	4,512	-1.6%	Shares	Sole	2023-02-07
2022-09-30	$536,495	4,587	-6.1%	Shares	Sole	2022-11-01
2022-06-30	$574,387	4,883	-5.7%	Shares	Sole	2022-07-27
2022-03-31	$674,432	5,176	+3.5%	Shares	Sole	2022-05-03
2021-12-31	$763,405	5,002	-2.6%	Shares	Sole	2022-02-04
2021-09-30	$830,388	5,136	-1.8%	Shares	Sole	2021-11-04
2021-06-30	$855,889	5,230	-2.3%	Shares	Sole	2021-08-02
2021-03-31	$805,797	5,352	-1.8%	Shares	Sole	2021-04-29
2020-12-31	$825,317	5,448	-5.2%	Shares	Sole	2021-02-11
2020-09-30	$778,472	5,749	-1.0%	Shares	Sole	2020-11-12
2020-06-30	$794,032	5,809	-2.1%	Shares	Sole	2020-08-12
2020-03-31	$639,221	5,933	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.