CIA
Concurrent Investment Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
127,763
+3,457
| +3% | +$327K | 0.23% | 93 |
|
|
2025
Q1 | $11.5M | Buy |
124,306
+7,027
| +6% | +$649K | 0.28% | 82 |
|
|
2024
Q4 | $10.9M | Buy |
117,279
+4,757
| +4% | +$440K | 0.29% | 77 |
|
|
2024
Q3 | $10.7M | Buy |
112,522
+3,905
| +4% | +$373K | 0.32% | 75 |
|
|
2024
Q2 | $9.57M | Buy |
108,617
+8,873
| +9% | +$782K | 0.31% | 74 |
|
|
2024
Q1 | $9.02M | Buy |
99,744
+694
| +0.7% | +$62.8K | 0.36% | 61 |
|
|
2023
Q4 | $8.35M | Buy |
+99,050
| New | +$8.35M | 0.39% | 62 |
|