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Alera Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Alera Investment Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$503K Sell
1,599
-3
-0.2% -$909 0.06% 137
2024
Q2 		$477K Buy
1,602
+54
+3% +$15.5K 0.06% 137
2024
Q1 		$446K Hold
1,548
– – 0.06% 127
2023
Q4 		$406K Sell
1,548
-30
-2% -$7.34K 0.05% 129
2023
Q3 		$371K Sell
1,578
-105
-6% -$25.7K 0.06% 127
2023
Q2 		$410K Hold
1,683
– – 0.09% 122
2023
Q1 		$379K Sell
1,683
-1,375
-45% -$303K 0.09% 134
2022
Q4 		$644K Hold
3,058
– – 0.15% 85
2022
Q3 		$603K Hold
3,058
– – 0.17% 82
2022
Q2 		$635K Hold
3,058
– – 0.18% 82
2022
Q1 		$765K Hold
3,058
– – 0.18% 78
2021
Q4 		$809K Hold
3,058
– – 0.22% 38
2021
Q3 		$739K Hold
3,058
– – 0.22% 42
2021
Q2 		$740K Sell
3,058
-302
-9% -$71.2K 0.22% 42
2021
Q1 		$752K Hold
3,360
– – 0.25% 40
2020
Q4 		$712K Buy
3,360
+131
+4% +$26.1K 0.25% 38
2020
Q3 		$604K Sell
3,229
-2,106
-39% -$389K 0.24% 41
2020
Q2 		$913K Sell
5,335
-2,899
-35% -$469K 0.48% 32
2020
Q1 		$1.16M Sell
8,234
-137,628
-94% -$23.3M 0.7% 28
2019
Q4 		$26M Buy
145,862
+3,161
+2% +$539K 11.85% 2
2019
Q3 		$23.5M Buy
142,701
+1,781
+1% +$292K 11.63% 2
2019
Q2 		$22.9M Sell
140,920
-2,199
-2% -$352K 11.76% 2
2019
Q1 		$22.5M Buy
143,119
+130,554
+1,039% +$19.7M 10.96% 2
2018
Q4 		$1.74M Buy
+12,565
New +$1.88M 1.06% 21

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alera Investment Advisors's IWB Position: Q3 2024 in Review

Alera Investment Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 0.19% in Q3 2024, selling an estimated $909 and leaving 1,599 shares worth $503K. The position accounts for 0.06% of the portfolio, ranked #137.

Alera Investment Advisors first reported a position in IWB in Q4 2018 and has held it in 24 quarters since. The position peaked at $26M in Q4 2019. 1,267 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • Alera Investment Advisors held 1,599 shares of iShares Russell 1000 ETF worth $503K as of Q3 2024.
  • Alera Investment Advisors sold 3 iShares Russell 1000 ETF shares in Q3 2024, an estimated $909.
  • iShares Russell 1000 ETF made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #137 holding.
  • Alera Investment Advisors first reported a position in iShares Russell 1000 ETF in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's iShares Russell 1000 ETF position peaked at $26M in Q4 2019.
  • 1,267 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.