CIA
Concurrent Investment Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
15,358
+35
| +0.2% | +$3.18K | 0.03% | 511 |
|
|
2025
Q1 | $1.28M | Sell |
15,323
-1,165
| -7% | -$97K | 0.03% | 476 |
|
|
2024
Q4 | $1.5M | Sell |
16,488
-144,746
| -90% | -$13.2M | 0.04% | 390 |
|
|
2024
Q3 | $14.8M | Buy |
161,234
+28,884
| +22% | +$2.66M | 0.44% | 48 |
|
|
2024
Q2 | $11.7M | Buy |
132,350
+115,617
| +691% | +$10.2M | 0.38% | 56 |
|
|
2024
Q1 | $1.53M | Sell |
16,733
-126,901
| -88% | -$11.6M | 0.06% | 289 |
|
|
2023
Q4 | $11.4M | Buy |
+143,634
| New | +$11.4M | 0.54% | 44 |
|