CIA
Concurrent Investment Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.2M | Buy |
310,985
+151,129
| +95% | +$16.6M | 0.66% | 24 |
|
|
2025
Q1 | $14.8M | Sell |
159,856
-147,040
| -48% | -$13.6M | 0.36% | 54 |
|
|
2024
Q4 | $31.2M | Sell |
306,896
-17,811
| -5% | -$1.81M | 0.84% | 21 |
|
|
2024
Q3 | $31.1M | Buy |
324,707
+8,838
| +3% | +$846K | 0.92% | 17 |
|
|
2024
Q2 | $29.2M | Buy |
315,869
+25,290
| +9% | +$2.34M | 0.96% | 16 |
|
|
2024
Q1 | $24.5M | Buy |
290,579
+41,990
| +17% | +$3.55M | 0.99% | 17 |
|
|
2023
Q4 | $18.7M | Buy |
+248,589
| New | +$18.7M | 0.88% | 17 |
|