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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$18.8M Sell
123,813
-3,657
-3% -$538K 2.2% 12
2024
Q2 		$19.2M Buy
+127,470
New +$17.6M 2.31% 11

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Alera Investment Advisors reduced its iShares US Technology ETF (IYW) stake by 2.9% in Q3 2024, selling an estimated $538K and leaving 123,813 shares worth $18.8M. The position accounts for 2.2% of the portfolio, ranked #12.

Alera Investment Advisors first reported a position in IYW in Q2 2024 and has held it in 2 quarters since. The position peaked at $19.2M in Q2 2024. 1,070 funds tracked by Wall St. Rank hold IYW as of Q3 2024.

  • Alera Investment Advisors held 123,813 shares of iShares US Technology ETF worth $18.8M as of Q3 2024.
  • Alera Investment Advisors sold 3,657 iShares US Technology ETF shares in Q3 2024, an estimated $538K.
  • iShares US Technology ETF made up 2.2% of Alera Investment Advisors's portfolio in Q3 2024, its #12 holding.
  • Alera Investment Advisors first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 2 quarters since.
  • Alera Investment Advisors's iShares US Technology ETF position peaked at $19.2M in Q2 2024.
  • 1,070 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2024.

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