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Alera Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Alera Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.59M Sell
16,239
-2,522
-13% -$540K 0.42% 38
2024
Q2 		$3.81M Sell
18,761
-50,857
-73% -$10.3M 0.46% 36
2024
Q1 		$14.6M Sell
69,618
-6,527
-9% -$1.3M 1.98% 12
2023
Q4 		$15.3M Buy
76,145
+1,107
+1% +$198K 2% 12
2023
Q3 		$13.3M Buy
75,038
+39,501
+111% +$7.42M 2.19% 9
2023
Q2 		$6.65M Buy
35,537
+1,291
+4% +$230K 1.43% 14
2023
Q1 		$6.11M Sell
34,246
-75
-0.2% -$13.8K 1.41% 14
2022
Q4 		$5.98M Buy
34,321
+2,648
+8% +$471K 1.41% 16
2022
Q3 		$5.22M Buy
31,673
+2,700
+9% +$492K 1.48% 15
2022
Q2 		$4.91M Sell
28,973
-756
-3% -$139K 1.37% 17
2022
Q1 		$6.1M Buy
29,729
+3,272
+12% +$667K 1.4% 13
2021
Q4 		$5.89M Sell
26,457
-2,062
-7% -$466K 1.61% 12
2021
Q3 		$6.24M Sell
28,519
-961
-3% -$213K 1.84% 11
2021
Q2 		$6.88M Buy
29,480
+11,557
+64% +$2.6M 2.07% 12
2021
Q1 		$3.96M Buy
17,923
+2,750
+18% +$600K 1.3% 15
2020
Q4 		$2.99M Buy
15,173
+2,914
+24% +$510K 1.06% 17
2020
Q3 		$1.84M Sell
12,259
-20
-0.2% -$3.01K 0.73% 22
2020
Q2 		$1.76M Sell
12,279
-11,196
-48% -$1.47M 0.93% 22
2020
Q1 		$2.14M Sell
23,475
-15,192
-39% -$2.27M 1.3% 18
2019
Q4 		$6.41M Buy
38,667
+1,778
+5% +$281K 2.92% 9
2019
Q3 		$5.58M Buy
36,889
+1,322
+4% +$202K 2.77% 9
2019
Q2 		$5.53M Sell
35,567
-309
-0.9% -$47.6K 2.83% 9
2019
Q1 		$5.49M Buy
35,876
+13,980
+64% +$2.1M 2.67% 9
2018
Q4 		$2.93M Buy
+21,896
New +$3.27M 1.79% 11

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Alera Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 13% in Q3 2024, selling an estimated $540K and leaving 16,239 shares worth $3.59M. The position accounts for 0.42% of the portfolio, ranked #38.

Alera Investment Advisors first reported a position in IWM in Q4 2018 and has held it in 24 quarters since. The position peaked at $15.3M in Q4 2023. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

  • Alera Investment Advisors held 16,239 shares of iShares Russell 2000 ETF worth $3.59M as of Q3 2024.
  • Alera Investment Advisors sold 2,522 iShares Russell 2000 ETF shares in Q3 2024, an estimated $540K.
  • iShares Russell 2000 ETF made up 0.42% of Alera Investment Advisors's portfolio in Q3 2024, its #38 holding.
  • Alera Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 24 quarters since.
  • Alera Investment Advisors's iShares Russell 2000 ETF position peaked at $15.3M in Q4 2023.
  • 2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

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