CIA
Concurrent Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.23M | Buy |
21,768
+8,570
| +65% | +$1.66M | 0.08% | 254 |
|
|
2025
Q1 | $2.48M | Buy |
13,198
+3,766
| +40% | +$709K | 0.06% | 325 |
|
|
2024
Q4 | $1.75M | Buy |
9,432
+1,235
| +15% | +$229K | 0.05% | 352 |
|
|
2024
Q3 | $1.56M | Buy |
8,197
+643
| +9% | +$122K | 0.05% | 368 |
|
|
2024
Q2 | $1.32M | Buy |
7,554
+829
| +12% | +$145K | 0.04% | 369 |
|
|
2024
Q1 | $1.2M | Sell |
6,725
-279
| -4% | -$50K | 0.05% | 344 |
|
|
2023
Q4 | $1.16M | Buy |
+7,004
| New | +$1.16M | 0.05% | 307 |
|