CIA
Concurrent Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
39,692
-15,709
| -28% | -$1.56M | 0.08% | 267 |
|
|
2025
Q1 | $5.4M | Buy |
55,401
+4,137
| +8% | +$403K | 0.13% | 170 |
|
|
2024
Q4 | $5.57M | Buy |
51,264
+633
| +1% | +$68.8K | 0.15% | 142 |
|
|
2024
Q3 | $5.45M | Buy |
50,631
+1,169
| +2% | +$126K | 0.16% | 137 |
|
|
2024
Q2 | $4.81M | Buy |
49,462
+4,015
| +9% | +$391K | 0.16% | 143 |
|
|
2024
Q1 | $4.67M | Buy |
45,447
+30,168
| +197% | +$3.1M | 0.19% | 122 |
|
|
2023
Q4 | $1.57M | Buy |
+15,279
| New | +$1.57M | 0.07% | 265 |
|