Alera Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.21M | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.19M | Hold |
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|
2023
Q3 | $1.07M | Hold |
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|
2023
Q2 | $1.11M | Hold |
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|
2023
Q1 | $1.03M | Hold |
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|
2022
Q4 | $962K | Hold |
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|
2022
Q3 | $902K | Hold |
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|
2022
Q2 | $947K | Hold |
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|
2022
Q1 | $1.14M | Hold |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $1.05M | Hold |
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|
2020
Q4 | $994K | Hold |
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|
2020
Q3 | $870K | Buy |
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|
2020
Q2 | $785K | Hold |
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|
2020
Q1 | $646K | Hold |
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|
2019
Q4 | $821K | Sell |
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|
2019
Q3 | $783K | Buy |
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|
2019
Q2 | $751K | Hold |
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|
2019
Q1 | $726K | Buy |
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|
2018
Q4 | $556K | Buy |
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