Alera Investment Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Alera Investment Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,160	Closed	-$270K	–	174
2023 Q4	$270K	Hold	2,160	–	–	0.04%	146
2023 Q3	$237K	Sell	2,160 -27	-1%	-$3.11K	0.04%	145
2023 Q2	$251K	Buy	+2,187	New	+$239K	0.05%	155
2019 Q2	–	Sell	-110	Closed	-$10K	–	513
2019 Q1	$10K	Sell	110 -1,104	-91%	-$97.6K	﹤0.01%	466
2018 Q4	$98K	Buy	+1,214	New	+$108K	0.06%	117

Other funds holding IJT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's IJT Position: Q1 2024 in Review

Alera Investment Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2024, closing a stake of 2,160 shares — an estimated $270K sold.

Alera Investment Advisors first reported a position in IJT in Q4 2018 and held it in 5 quarters. The position peaked at $270K in Q4 2023. 680 funds tracked by Wall St. Rank hold IJT as of Q1 2024.

Alera Investment Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2024 after selling out during the quarter.
Alera Investment Advisors sold 2,160 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2024, an estimated $270K.
Alera Investment Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and held it in 5 quarters.
Alera Investment Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $270K in Q4 2023.
680 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2024.

Based on Alera Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.