Alera Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $30M | Sell |
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|
2024
Q2 | $32.1M | Sell |
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|
2024
Q1 | $133M | Sell |
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|
2023
Q4 | $135M | Buy |
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|
2023
Q3 | $120M | Buy |
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|
2023
Q2 | $54M | Sell |
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|
2023
Q1 | $53.5M | Buy |
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|
2022
Q4 | $51.8M | Sell |
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|
2022
Q3 | $47.2M | Buy |
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|
2022
Q2 | $45.4M | Sell |
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|
2022
Q1 | $53M | Buy |
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|
2021
Q4 | $48.1M | Buy |
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|
2021
Q3 | $41.5M | Buy |
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|
2021
Q2 | $38.4M | Buy |
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|
2021
Q1 | $33.6M | Buy |
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|
2020
Q4 | $27.3M | Buy |
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|
2020
Q3 | $22.1M | Buy |
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|
2020
Q2 | $15.7M | Sell |
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|
2020
Q1 | $16.4M | Buy |
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|
2019
Q4 | $22.3M | Buy |
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|
2019
Q3 | $19.2M | Buy |
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|
2019
Q2 | $17.3M | Buy |
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|
2019
Q1 | $15.5M | Buy |
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|
2018
Q4 | $12.4M | Buy |
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