AIA
IWO icon

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

Alera Investment Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.54M Buy
5,411
+4,351
+410% +$1.19M 0.18% 61
2024
Q2 		$278K Sell
1,060
-7,194
-87% -$1.87M 0.03% 207
2024
Q1 		$2.24M Sell
8,254
-891
-10% -$228K 0.3% 28
2023
Q4 		$2.31M Buy
9,145
+7,171
+363% +$1.62M 0.3% 27
2023
Q3 		$442K Sell
1,974
-10,060
-84% -$2.41M 0.07% 120
2023
Q2 		$2.92M Sell
12,034
-217
-2% -$49.8K 0.63% 22
2023
Q1 		$2.78M Sell
12,251
-853
-7% -$195K 0.64% 21
2022
Q4 		$2.81M Buy
13,104
+7,528
+135% +$1.65M 0.66% 22
2022
Q3 		$1.15M Buy
5,576
+975
+21% +$219K 0.33% 36
2022
Q2 		$949K Sell
4,601
-5,152
-53% -$1.15M 0.27% 46
2022
Q1 		$2.49M Buy
9,753
+4,201
+76% +$1.08M 0.57% 23
2021
Q4 		$1.63M Sell
5,552
-2,795
-33% -$842K 0.45% 28
2021
Q3 		$2.45M Buy
8,347
+4,742
+132% +$1.42M 0.72% 22
2021
Q2 		$1.12M Buy
3,605
+356
+11% +$107K 0.34% 31
2021
Q1 		$977K Sell
3,249
-3,976
-55% -$1.23M 0.32% 33
2020
Q4 		$2.07M Buy
7,225
+3,080
+74% +$785K 0.73% 22
2020
Q3 		$918K Sell
4,145
-4
-0.1% -$875 0.37% 32
2020
Q2 		$855K Buy
4,149
+3,667
+761% +$686K 0.45% 33
2020
Q1 		$470K Buy
+482
New +$95.7K 0.28% 41
2019
Q2 		– Sell
-194
Closed -$38K – 535
2019
Q1 		$38K Sell
194
-4
-2% -$761 0.02% 196
2018
Q4 		$33K Buy
+198
New +$36.9K 0.02% 213

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Alera Investment Advisors increased its iShares Russell 2000 Growth ETF (IWO) stake by 410% in Q3 2024, buying an estimated $1.19M and bringing the position to 5,411 shares worth $1.54M. The position accounts for 0.18% of the portfolio, ranked #61.

Alera Investment Advisors first reported a position in IWO in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.92M in Q2 2023. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Alera Investment Advisors held 5,411 shares of iShares Russell 2000 Growth ETF worth $1.54M as of Q3 2024.
  • Alera Investment Advisors bought 4,351 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $1.19M.
  • iShares Russell 2000 Growth ETF made up 0.18% of Alera Investment Advisors's portfolio in Q3 2024, its #61 holding.
  • Alera Investment Advisors first reported a position in iShares Russell 2000 Growth ETF in Q4 2018 and has held it in 21 quarters since.
  • Alera Investment Advisors's iShares Russell 2000 Growth ETF position peaked at $2.92M in Q2 2023.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

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