Alera Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.59M | Sell |
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|
2024
Q2 | $3.81M | Sell |
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|
2024
Q1 | $14.6M | Sell |
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|
2023
Q4 | $15.3M | Buy |
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|
2023
Q3 | $13.3M | Buy |
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|
2023
Q2 | $6.65M | Buy |
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|
2023
Q1 | $6.11M | Sell |
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|
2022
Q4 | $5.98M | Buy |
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|
2022
Q3 | $5.22M | Buy |
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|
2022
Q2 | $4.91M | Sell |
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|
2022
Q1 | $6.1M | Buy |
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|
2021
Q4 | $5.89M | Sell |
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|
2021
Q3 | $6.24M | Sell |
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|
2021
Q2 | $6.88M | Buy |
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|
2021
Q1 | $3.96M | Buy |
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|
2020
Q4 | $2.99M | Buy |
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|
2020
Q3 | $1.84M | Sell |
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|
2020
Q2 | $1.76M | Sell |
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|
2020
Q1 | $2.14M | Sell |
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|
2019
Q4 | $6.41M | Buy |
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|
2019
Q3 | $5.58M | Buy |
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|
2019
Q2 | $5.53M | Sell |
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|
2019
Q1 | $5.49M | Buy |
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|
2018
Q4 | $2.93M | Buy |
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