CIA
Concurrent Investment Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Buy |
102,024
+182
| +0.2% | +$27.4K | 0.3% | 73 |
|
|
2025
Q1 | $12.9M | Buy |
101,842
+7,560
| +8% | +$961K | 0.31% | 64 |
|
|
2024
Q4 | $13.1M | Buy |
94,282
+1,903
| +2% | +$265K | 0.35% | 61 |
|
|
2024
Q3 | $12.2M | Sell |
92,379
-562
| -0.6% | -$74.1K | 0.36% | 63 |
|
|
2024
Q2 | $11.8M | Buy |
92,941
+8,041
| +9% | +$1.03M | 0.39% | 53 |
|
|
2024
Q1 | $9.95M | Buy |
84,900
+16,068
| +23% | +$1.88M | 0.4% | 56 |
|
|
2023
Q4 | $7.17M | Buy |
+68,832
| New | +$7.17M | 0.34% | 70 |
|