iShares S&P SmallCap 600 Index shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 17k | 110.52 |
| 2023-12-31 | $2.2M | 20k | 108.25 |
| 2023-09-30 | $1.9M | 20k | 94.33 |
| 2023-06-30 | $2.0M | 20k | 99.65 |
| 2023-03-31 | $1.8M | 18k | 96.70 |
| 2022-12-31 | $1.8M | 19k | 94.64 |
| 2022-09-30 | $1.3M | 15k | 87.22 |
| 2022-06-30 | $1.1M | 12k | 92.38 |
| 2022-03-31 | $523k | 4.8k | 107.97 |
| 2021-12-31 | $729k | 6.4k | 114.51 |
| 2021-09-30 | $491k | 491 | 1000.00 |
| 2021-06-30 | $447k | 4.0k | 113.08 |
| 2021-03-31 | $403k | 3.7k | 108.51 |
| 2020-12-31 | $355k | 3.9k | 91.87 |
| 2020-09-30 | $278k | 4.0k | 70.18 |
| 2020-06-30 | $270k | 4.0k | 68.29 |
| 2019-12-31 | $208k | 2.5k | 83.67 |
| 2019-03-31 | $31k | 406 | 76.35 |
| 2018-12-31 | $22k | 320 | 68.75 |
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