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ISHARES TR MSCI Small Cap msci small cap shares owned by Alera Investment Advisors

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Alera Investment Advisors from 13F filings

Historical chart of Alera Investment Advisors investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap 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 TR MSCI Small Cap msci small cap by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $564k 9.2k 61.64
2024-03-31 $692k 11k 63.33
2023-12-31 $711k 12k 61.90
2023-09-30 $679k 12k 56.47
2023-06-30 $870k 15k 58.98
2023-03-31 $903k 15k 59.51
2022-12-31 $1.3M 23k 56.48
2022-09-30 $1.4M 30k 48.79
2022-06-30 $1.7M 31k 54.58
2022-03-31 $1.7M 26k 66.35
2021-12-31 $4.0M 55k 73.09
2021-09-30 $2.1M 2.1k 1000.00
2021-06-30 $2.2M 30k 74.05
2021-03-31 $2.3M 32k 71.59
2020-12-31 $2.4M 35k 68.66
2020-09-30 $2.6M 44k 59.00
2020-06-30 $2.5M 48k 53.47
2020-03-31 $1.6M 9.2k 175.92
2019-03-31 $13k 230 56.52
2018-12-31 $12k 230 52.17

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 Russell 1000 Value Etf Etf (IWD)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Short-term National Muni Bond Etf Etf (SUB)
Ishares 20 Year Treasury Bond Etf Etf (TLT)

View all positions for Alera Investment Advisors

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Tiaa Trust, National Association
Creative Planning
Bank of New York Mellon
Goldman Sachs Group
State of New Jersey Common Pension Fund D
BlackRock
BlackRock
Morgan Stanley
Modera Wealth Management
Bank of America Corporation
Pnc Financial Services
Jpmorgan Chase & Co
Envestnet Asset Management

View all funds holding ISHARES TR MSCI Small Cap msci small cap