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Alera Investment Advisors’s iShares US Energy ETF IYE Stock Holding History

Alera Investment Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$403K Buy
8,688
+414
+5% +$19.2K 0.05% 161
2024
Q2 		$397K Buy
+8,274
New +$397K 0.05% 163