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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$403K Buy
8,688
+414
+5% +$19.5K 0.05% 161
2024
Q2 		$397K Buy
+8,274
New +$404K 0.05% 163

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Alera Investment Advisors's IYE Position: Q3 2024 in Review

Alera Investment Advisors increased its iShares US Energy ETF (IYE) stake by 5% in Q3 2024, buying an estimated $19.5K and bringing the position to 8,688 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #161.

Alera Investment Advisors first reported a position in IYE in Q2 2024 and has held it in 2 quarters since. 281 funds tracked by Wall St. Rank hold IYE as of Q3 2024.

  • Alera Investment Advisors held 8,688 shares of iShares US Energy ETF worth $403K as of Q3 2024.
  • Alera Investment Advisors bought 414 iShares US Energy ETF shares in Q3 2024, an estimated $19.5K.
  • iShares US Energy ETF made up 0.05% of Alera Investment Advisors's portfolio in Q3 2024, its #161 holding.
  • Alera Investment Advisors first reported a position in iShares US Energy ETF in Q2 2024 and has held it in 2 quarters since.
  • 281 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.