iShares Russell 1000 Value Index shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Value Index (IWD) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in iShares Russell 1000 Value Index
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All positions including iShares Russell 1000 Value Index held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Russell 1000 Value Index by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $135M | 815k | 165.25 |
| 2023-09-30 | $120M | 793k | 151.82 |
| 2023-06-30 | $54M | 343k | 157.83 |
| 2023-03-31 | $54M | 352k | 152.26 |
| 2022-12-31 | $52M | 341k | 151.65 |
| 2022-09-30 | $47M | 347k | 135.99 |
| 2022-06-30 | $45M | 313k | 144.97 |
| 2022-03-31 | $53M | 319k | 165.98 |
| 2021-12-31 | $48M | 286k | 168.24 |
| 2021-09-30 | $42M | 265k | 156.54 |
| 2021-06-30 | $38M | 241k | 159.62 |
| 2021-03-31 | $34M | 222k | 151.64 |
| 2020-12-31 | $27M | 200k | 136.73 |
| 2020-09-30 | $22M | 187k | 118.19 |
| 2020-06-30 | $16M | 139k | 112.89 |
| 2020-03-31 | $16M | 184k | 89.31 |
| 2019-12-31 | $22M | 164k | 136.57 |
| 2019-09-30 | $19M | 150k | 128.26 |
| 2019-06-30 | $17M | 136k | 127.22 |
| 2019-03-31 | $16M | 125k | 123.49 |
| 2018-12-31 | $12M | 112k | 111.05 |
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