CIA
Concurrent Investment Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
133,545
+7,453
| +6% | +$815K | 0.28% | 79 |
|
|
2025
Q1 | $13.2M | Sell |
126,092
-24,962
| -17% | -$2.61M | 0.32% | 63 |
|
|
2024
Q4 | $17.4M | Sell |
151,054
-2,336
| -2% | -$269K | 0.47% | 42 |
|
|
2024
Q3 | $17.9M | Buy |
153,390
+21,368
| +16% | +$2.5M | 0.53% | 38 |
|
|
2024
Q2 | $14.1M | Buy |
132,022
+2,371
| +2% | +$253K | 0.46% | 45 |
|
|
2024
Q1 | $14.3M | Buy |
129,651
+1,789
| +1% | +$198K | 0.58% | 34 |
|
|
2023
Q4 | $13.8M | Buy |
+127,862
| New | +$13.8M | 0.65% | 28 |
|