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 |
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|
2024
Q2 | $28.3M | Buy |
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|
2024
Q1 | $10.8M | Sell |
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|
2023
Q4 | $12.9M | Buy |
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|
2023
Q3 | $11.3M | Sell |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $11.8M | Buy |
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|
2022
Q4 | $11.2M | Buy |
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|
2022
Q3 | $9.93M | Buy |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $9.69M | Buy |
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|
2021
Q4 | $9.7M | Sell |
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|
2021
Q3 | $9.04M | Buy |
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|
2021
Q2 | $9.16M | Buy |
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|
2021
Q1 | $8.7M | Sell |
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|
2020
Q4 | $7.96M | Sell |
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|
2020
Q3 | $7.79M | Sell |
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|
2020
Q2 | $7.52M | Sell |
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|
2020
Q1 | $7.57M | Sell |
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|
2019
Q4 | $11.4M | Sell |
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|
2019
Q3 | $10.5M | Sell |
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|
2019
Q2 | $10.4M | Sell |
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|
2019
Q1 | $10.3M | Sell |
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|
2018
Q4 | $9.48M | Buy |
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