CIA
Concurrent Investment Advisors’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
6,671
+703
| +12% | +$298K | 0.05% | 345 |
|
|
2025
Q1 | $2.16M | Buy |
5,968
+351
| +6% | +$127K | 0.05% | 350 |
|
|
2024
Q4 | $2.26M | Buy |
5,617
+52
| +0.9% | +$20.9K | 0.06% | 295 |
|
|
2024
Q3 | $2.09M | Sell |
5,565
-4,374
| -44% | -$1.64M | 0.06% | 303 |
|
|
2024
Q2 | $3.62M | Buy |
9,939
+2,298
| +30% | +$838K | 0.12% | 177 |
|
|
2024
Q1 | $2.58M | Buy |
7,641
+4,971
| +186% | +$1.68M | 0.1% | 202 |
|
|
2023
Q4 | $809K | Buy |
+2,670
| New | +$809K | 0.04% | 371 |
|