CIA
Concurrent Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Buy |
61,159
+799
| +1% | +$172K | 0.26% | 87 |
|
|
2025
Q1 | $12M | Buy |
60,360
+2,597
| +4% | +$518K | 0.29% | 77 |
|
|
2024
Q4 | $12.8M | Buy |
57,763
+3,081
| +6% | +$681K | 0.34% | 64 |
|
|
2024
Q3 | $12.1M | Buy |
54,682
+1,775
| +3% | +$392K | 0.36% | 65 |
|
|
2024
Q2 | $10.7M | Buy |
52,907
+477
| +0.9% | +$96.8K | 0.35% | 64 |
|
|
2024
Q1 | $11M | Buy |
52,430
+4,778
| +10% | +$1M | 0.44% | 51 |
|
|
2023
Q4 | $9.56M | Buy |
+47,652
| New | +$9.56M | 0.45% | 50 |
|