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iShares Russell 2000 Value Index shares owned by Alera Investment Advisors

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Alera Investment Advisors from 13F filings

Historical chart of Alera Investment Advisors investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 2000 Value Index by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 9.6k 166.82
2024-06-30 $1.5M 9.6k 152.30
2024-03-31 $2.3M 14k 158.81
2023-12-31 $2.4M 16k 155.33
2023-09-30 $1.0M 7.7k 135.55
2023-06-30 $1.6M 11k 140.80
2023-03-31 $1.3M 9.6k 137.03
2022-12-31 $3.0M 22k 138.67
2022-09-30 $1.5M 12k 128.90
2022-06-30 $1.4M 10k 136.15
2022-03-31 $3.1M 19k 161.40
2021-12-31 $2.5M 15k 166.04
2021-09-30 $3.0M 3.0k 1000.00
2021-06-30 $4.9M 30k 165.55
2021-03-31 $2.7M 17k 159.46
2020-12-31 $2.3M 18k 131.49
2020-09-30 $1.0M 11k 99.33
2020-06-30 $1.2M 12k 97.26
2020-03-31 $546k 1.4k 395.08
2019-12-31 $997k 7.8k 128.63
2019-09-30 $926k 7.8k 119.44
2019-06-30 $982k 8.2k 120.48
2019-03-31 $973k 8.1k 119.95
2018-12-31 $1.1M 10k 107.54

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Alera Investment Advisors

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Morgan Stanley
Tiaa Trust, National Association
Jones Financial Companies, L.L
Envestnet Asset Management
Alaska Permanent Fund Corp
Pnc Financial Services
Goldman Sachs Group
D.A. Davidson & Co.
M^T Bank Corporation
Wells Fargo & Company
LPL Financial
UBS Group
Commonwealth Equity Services
Betterment

View all funds holding iShares Russell 2000 Value Index