Alera Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.54M Buy
2024
Q2
$278K Sell
2024
Q1
$2.24M Sell
2023
Q4
$2.31M Buy
2023
Q3
$442K Sell
2023
Q2
$2.92M Sell
2023
Q1
$2.78M Sell
2022
Q4
$2.81M Buy
2022
Q3
$1.15M Buy
2022
Q2
$949K Sell
2022
Q1
$2.49M Buy
2021
Q4
$1.63M Sell
2021
Q3
$2.45M Buy
2021
Q2
$1.12M Buy
2021
Q1
$977K Sell
2020
Q4
$2.07M Buy
2020
Q3
$918K Sell
2020
Q2
$855K Buy
2020
Q1
$470K Buy
2019
Q2
Sell
2019
Q1
$38K Sell
2018
Q4
$33K Buy