CIA
Concurrent Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.2M | Buy |
88,909
+4,085
| +5% | +$2.54M | 1.07% | 8 |
|
|
2025
Q1 | $47.7M | Sell |
84,824
-8,550
| -9% | -$4.8M | 1.16% | 9 |
|
|
2024
Q4 | $55M | Buy |
93,374
+14,556
| +18% | +$8.57M | 1.48% | 9 |
|
|
2024
Q3 | $45.5M | Sell |
78,818
-4,881
| -6% | -$2.82M | 1.34% | 8 |
|
|
2024
Q2 | $45.8M | Buy |
83,699
+3,481
| +4% | +$1.9M | 1.5% | 9 |
|
|
2024
Q1 | $42.2M | Buy |
80,218
+8,647
| +12% | +$4.55M | 1.7% | 6 |
|
|
2023
Q4 | $34.2M | Buy |
+71,571
| New | +$34.2M | 1.61% | 6 |
|