iShares Russell 2000 Index shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in iShares Russell 2000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 2000 Index held by Alera Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 76k | 200.71 |
| 2023-09-30 | $13M | 75k | 176.74 |
| 2023-06-30 | $6.7M | 36k | 187.27 |
| 2023-03-31 | $6.1M | 34k | 178.40 |
| 2022-12-31 | $6.0M | 34k | 174.36 |
| 2022-09-30 | $5.2M | 32k | 164.90 |
| 2022-06-30 | $4.9M | 29k | 169.36 |
| 2022-03-31 | $6.1M | 30k | 205.29 |
| 2021-12-31 | $5.9M | 27k | 222.66 |
| 2021-09-30 | $6.2M | 29k | 218.77 |
| 2021-06-30 | $6.9M | 30k | 233.48 |
| 2021-03-31 | $4.0M | 18k | 220.95 |
| 2020-12-31 | $3.0M | 15k | 197.26 |
| 2020-09-30 | $1.8M | 12k | 149.85 |
| 2020-06-30 | $1.8M | 12k | 143.17 |
| 2020-03-31 | $2.1M | 24k | 91.33 |
| 2019-12-31 | $6.4M | 39k | 165.77 |
| 2019-09-30 | $5.6M | 37k | 151.35 |
| 2019-06-30 | $5.5M | 36k | 155.51 |
| 2019-03-31 | $5.5M | 36k | 153.08 |
| 2018-12-31 | $2.9M | 22k | 133.91 |