CIA
Concurrent Investment Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9M | Buy |
498,748
+120,221
| +32% | +$7.46M | 0.6% | 29 |
|
|
2025
Q1 | $22.1M | Sell |
378,527
-30,905
| -8% | -$1.8M | 0.54% | 33 |
|
|
2024
Q4 | $25.5M | Sell |
409,432
-40,687
| -9% | -$2.54M | 0.69% | 28 |
|
|
2024
Q3 | $28.1M | Buy |
450,119
+17,542
| +4% | +$1.09M | 0.83% | 20 |
|
|
2024
Q2 | $25.3M | Buy |
432,577
+13,361
| +3% | +$782K | 0.83% | 19 |
|
|
2024
Q1 | $25.5M | Buy |
419,216
+337,834
| +415% | +$20.5M | 1.03% | 16 |
|
|
2023
Q4 | $22.6M | Buy |
+81,382
| New | +$22.6M | 1.07% | 12 |
|