iShares Russell 3000 Index shares owned by Alera Investment Advisors
Quarter-by-quarter ownership of iShares Russell 3000 Index (IWV) shares owned by Alera Investment Advisors
from 13F filings
Historical chart of Alera Investment Advisors investment in iShares Russell 3000 Index
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Quarterly reported holdings in iShares Russell 3000 Index by Alera Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.1M | 3.7k | 308.67 |
| 2024-03-31 | $1.1M | 3.7k | 300.08 |
| 2023-12-31 | $1.2M | 4.4k | 273.74 |
| 2023-09-30 | $1.1M | 4.4k | 245.06 |
| 2023-06-30 | $1.1M | 4.4k | 254.48 |
| 2023-03-31 | $1.0M | 4.4k | 235.41 |
| 2022-12-31 | $962k | 4.4k | 220.68 |
| 2022-09-30 | $902k | 4.4k | 207.02 |
| 2022-06-30 | $947k | 4.4k | 217.35 |
| 2022-03-31 | $1.1M | 4.4k | 262.34 |
| 2021-12-31 | $1.2M | 4.4k | 277.48 |
| 2021-09-30 | $1.1M | 1.1k | 1000.00 |
| 2021-06-30 | $1.1M | 4.4k | 255.91 |
| 2021-03-31 | $1.1M | 4.4k | 237.29 |
| 2020-12-31 | $994k | 4.4k | 223.57 |
| 2020-09-30 | $870k | 4.4k | 195.68 |
| 2020-06-30 | $785k | 4.4k | 180.17 |
| 2020-03-31 | $646k | 4.4k | 148.27 |
| 2019-12-31 | $821k | 4.4k | 188.43 |
| 2019-09-30 | $783k | 4.5k | 173.85 |
| 2019-06-30 | $751k | 4.4k | 172.37 |
| 2019-03-31 | $726k | 4.4k | 166.63 |
| 2018-12-31 | $556k | 3.8k | 146.82 |