Alera Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.46M | Sell |
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|
2024
Q1 | $2.28M | Sell |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $1.31M | Sell |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $1.39M | Sell |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $2.52M | Sell |
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|
2021
Q3 | $2.99M | Sell |
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|
2021
Q2 | $4.91M | Buy |
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|
2021
Q1 | $2.73M | Sell |
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|
2020
Q4 | $2.33M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $546K | Sell |
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|
2019
Q4 | $997K | Sell |
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|
2019
Q3 | $926K | Sell |
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|
2019
Q2 | $982K | Buy |
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|
2019
Q1 | $973K | Sell |
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|
2018
Q4 | $1.1M | Buy |
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