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

Alera Investment Advisors’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,940
Closed -$368K – 70
2019
Q4 		$368K Buy
+8,940
New +$354K 0.17% 40
2019
Q2 		– Sell
-2,350
Closed -$89K – 511
2019
Q1 		$89K Buy
2,350
+220
+10% +$8.13K 0.04% 113
2018
Q4 		$71K Buy
+2,130
New +$77.7K 0.04% 142

Other funds holding IJH

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Alera Investment Advisors's IJH Position: Q1 2020 in Review

Alera Investment Advisors sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q1 2020, closing a stake of 8,940 shares — an estimated $368K sold.

Alera Investment Advisors first reported a position in IJH in Q4 2018 and held it in 3 quarters. The position peaked at $368K in Q4 2019. 1,388 funds tracked by Wall St. Rank hold IJH as of Q1 2020.

  • Alera Investment Advisors reported no remaining iShares Core S&P Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Alera Investment Advisors sold 8,940 iShares Core S&P Mid-Cap ETF shares in Q1 2020, an estimated $368K.
  • Alera Investment Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and held it in 3 quarters.
  • Alera Investment Advisors's iShares Core S&P Mid-Cap ETF position peaked at $368K in Q4 2019.
  • 1,388 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2020.

Based on Alera Investment Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.