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Alera Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Alera Investment Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-183
Closed -$16K – 537
2019
Q1 		$16K Sell
183
-143
-44% -$12.1K 0.01% 350
2018
Q4 		$25K Buy
+326
New +$27.3K 0.02% 249

Other funds holding IWS

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Alera Investment Advisors sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2019, closing a stake of 183 shares — an estimated $16K sold.

Alera Investment Advisors first reported a position in IWS in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q4 2018. 542 funds tracked by Wall St. Rank hold IWS as of Q2 2019.

  • Alera Investment Advisors reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 183 iShares Russell Mid-Cap Value ETF shares in Q2 2019, an estimated $16K.
  • Alera Investment Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's iShares Russell Mid-Cap Value ETF position peaked at $25K in Q4 2018.
  • 542 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2019.

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