Alera Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-8,940
Closed -$368K 70
2019
Q4
$368K Buy
+8,940
New +$368K 0.17% 40
2019
Q2
Sell
-2,350
Closed -$89K 511
2019
Q1
$89K Buy
2,350
+220
+10% +$8.33K 0.04% 113
2018
Q4
$71K Buy
+2,130
New +$71K 0.04% 142