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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-183
Closed -$16K 537
2019
Q1
$16K Sell
183
-143
-44% -$12.5K 0.01% 350
2018
Q4
$25K Buy
+326
New +$25K 0.02% 249