Alera Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $1.86M | Sell |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $523K | Sell |
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|
2021
Q4 | $729K | Buy |
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|
2021
Q3 | $491K | Buy |
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|
2021
Q2 | $447K | Buy |
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|
2021
Q1 | $403K | Sell |
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|
2020
Q4 | $355K | Sell |
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|
2020
Q3 | $278K | Buy |
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|
2020
Q2 | $270K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $31K | Buy |
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|
2018
Q4 | $22K | Buy |
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