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Alera Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Alera Investment Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-308
Closed -$21K – 536
2019
Q1 		$21K Sell
308
-70
-19% -$4.49K 0.01% 284
2018
Q4 		$21K Buy
+378
New +$23K 0.01% 271

Other funds holding IWP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Alera Investment Advisors's IWP Position: Q2 2019 in Review

Alera Investment Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2019, closing a stake of 308 shares — an estimated $21K sold.

Alera Investment Advisors first reported a position in IWP in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2019. 590 funds tracked by Wall St. Rank hold IWP as of Q2 2019.

  • Alera Investment Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 308 iShares Russell Mid-Cap Growth ETF shares in Q2 2019, an estimated $21K.
  • Alera Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $21K in Q1 2019.
  • 590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.