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Concurrent Investment Advisors’s BlackRock US Industry Rotation ETF INRO Stock Holding History

Concurrent Investment Advisors’s Portfolio INRO Stock Details INRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Sell
89,958
-4,988
-5% -$173K 0.03% 556
2026
Q1 		$2.91M Buy
94,946
+83,396
+722% +$2.67M 0.03% 494
2025
Q4 		$372K Buy
+11,550
New +$369K ﹤0.01% 1283

Other funds holding INRO

SP
Stonebrook Private Northville, Michigan $548M AUM 28.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $407M AUM 27.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IW
Imprint Wealth Mount Pleasant, South Carolina $24.6M AUM 43.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Concurrent Investment Advisors's INRO Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its BlackRock US Industry Rotation ETF (INRO) stake by 5.3% in Q2 2026, selling an estimated $173K and leaving 89,958 shares worth $3.3M. The position accounts for 0.03% of the portfolio, ranked #556.

Concurrent Investment Advisors first reported a position in INRO in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold INRO as of Q2 2026.

  • Concurrent Investment Advisors held 89,958 shares of BlackRock US Industry Rotation ETF worth $3.3M as of Q2 2026.
  • Concurrent Investment Advisors sold 4,988 BlackRock US Industry Rotation ETF shares in Q2 2026, an estimated $173K.
  • BlackRock US Industry Rotation ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #556 holding.
  • Concurrent Investment Advisors first reported a position in BlackRock US Industry Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held BlackRock US Industry Rotation ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.