Alera Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$30.7M Buy
2024
Q2
$28.3M Buy
2024
Q1
$10.8M Sell
2023
Q4
$12.9M Buy
2023
Q3
$11.3M Sell
2023
Q2
$12.6M Buy
2023
Q1
$11.8M Buy
2022
Q4
$11.2M Buy
2022
Q3
$9.93M Buy
2022
Q2
$10.6M Buy
2022
Q1
$9.69M Buy
2021
Q4
$9.7M Sell
2021
Q3
$9.04M Buy
2021
Q2
$9.16M Buy
2021
Q1
$8.7M Sell
2020
Q4
$7.96M Sell
2020
Q3
$7.79M Sell
2020
Q2
$7.52M Sell
2020
Q1
$7.57M Sell
2019
Q4
$11.4M Sell
2019
Q3
$10.5M Sell
2019
Q2
$10.4M Sell
2019
Q1
$10.3M Sell
2018
Q4
$9.48M Buy