iShares S&P 500 Growth Index shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth 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 S&P 500 Growth Index by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 226k | 75.10 |
| 2023-09-30 | $16M | 229k | 68.42 |
| 2023-06-30 | $17M | 244k | 70.48 |
| 2023-03-31 | $16M | 245k | 63.89 |
| 2022-12-31 | $14M | 243k | 58.50 |
| 2022-09-30 | $14M | 243k | 57.85 |
| 2022-06-30 | $15M | 244k | 60.35 |
| 2022-03-31 | $20M | 267k | 76.38 |
| 2021-12-31 | $23M | 271k | 83.62 |
| 2021-09-30 | $20M | 276k | 73.91 |
| 2021-06-30 | $20M | 277k | 72.77 |
| 2021-03-31 | $18M | 279k | 65.11 |
| 2020-12-31 | $18M | 275k | 63.82 |
| 2020-09-30 | $17M | 73k | 231.08 |
| 2020-06-30 | $14M | 65k | 207.49 |
| 2020-03-31 | $11M | 65k | 166.24 |
| 2019-12-31 | $13M | 66k | 193.64 |
| 2019-09-30 | $12M | 66k | 180.03 |
| 2019-06-30 | $12M | 68k | 179.23 |
| 2019-03-31 | $12M | 68k | 172.36 |
| 2018-12-31 | $11M | 70k | 150.67 |