iShares Russell 1000 Index shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in iShares Russell 1000 Index
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Quarterly reported holdings in iShares Russell 1000 Index by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $503k | 1.6k | 314.39 |
| 2024-06-30 | $477k | 1.6k | 297.54 |
| 2024-03-31 | $446k | 1.5k | 288.03 |
| 2023-12-31 | $406k | 1.5k | 262.26 |
| 2023-09-30 | $371k | 1.6k | 234.91 |
| 2023-06-30 | $410k | 1.7k | 243.74 |
| 2023-03-31 | $379k | 1.7k | 225.23 |
| 2022-12-31 | $644k | 3.1k | 210.52 |
| 2022-09-30 | $603k | 3.1k | 197.19 |
| 2022-06-30 | $635k | 3.1k | 207.65 |
| 2022-03-31 | $765k | 3.1k | 250.16 |
| 2021-12-31 | $809k | 3.1k | 264.55 |
| 2021-09-30 | $739k | 739 | 1000.00 |
| 2021-06-30 | $740k | 3.1k | 241.99 |
| 2021-03-31 | $752k | 3.4k | 223.81 |
| 2020-12-31 | $712k | 3.4k | 211.90 |
| 2020-09-30 | $604k | 3.2k | 187.05 |
| 2020-06-30 | $913k | 5.3k | 171.13 |
| 2020-03-31 | $1.2M | 8.2k | 141.37 |
| 2019-12-31 | $26M | 146k | 178.33 |
| 2019-09-30 | $24M | 143k | 164.54 |
| 2019-06-30 | $23M | 141k | 162.79 |
| 2019-03-31 | $23M | 143k | 157.31 |
| 2018-12-31 | $1.7M | 13k | 138.72 |