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Alera Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Alera Investment Advisors’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$18.8M Sell
123,813
-3,657
-3% -$554K 2.2% 12
2024
Q2 		$19.2M Buy
+127,470
New +$19.2M 2.31% 11