Alera Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$468K Buy
4,882
+2,556
+110% +$245K 0.06% 142
2024
Q2
$219K Buy
+2,326
New +$219K 0.03% 243
2019
Q2
Sell
-420
Closed -$14K 507
2019
Q1
$14K Buy
420
+234
+126% +$7.8K 0.01% 385
2018
Q4
$5K Buy
+186
New +$5K ﹤0.01% 596