Alera Investment Advisors’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $503K | Sell |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $446K | Hold |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $410K | Hold |
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|
2023
Q1 | $379K | Sell |
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|
2022
Q4 | $644K | Hold |
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|
2022
Q3 | $603K | Hold |
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|
2022
Q2 | $635K | Hold |
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|
2022
Q1 | $765K | Hold |
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|
2021
Q4 | $809K | Hold |
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|
2021
Q3 | $739K | Hold |
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|
2021
Q2 | $740K | Sell |
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|
2021
Q1 | $752K | Hold |
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|
2020
Q4 | $712K | Buy |
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|
2020
Q3 | $604K | Sell |
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|
2020
Q2 | $913K | Sell |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $26M | Buy |
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|
2019
Q3 | $23.5M | Buy |
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|
2019
Q2 | $22.9M | Sell |
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|
2019
Q1 | $22.5M | Buy |
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|
2018
Q4 | $1.74M | Buy |
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