CIA
Concurrent Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
1,373
-383
| -22% | -$60.4K | ﹤0.01% | 1224 |
|
|
2025
Q1 | $265K | Buy |
1,756
+168
| +11% | +$25.4K | 0.01% | 979 |
|
|
2024
Q4 | $261K | Sell |
1,588
-57
| -3% | -$9.36K | 0.01% | 871 |
|
|
2024
Q3 | $274K | Sell |
1,645
-7,781
| -83% | -$1.3M | 0.01% | 807 |
|
|
2024
Q2 | $1.44M | Buy |
9,426
+1,077
| +13% | +$164K | 0.05% | 353 |
|
|
2024
Q1 | $1.33M | Sell |
8,349
-9,015
| -52% | -$1.43M | 0.05% | 322 |
|
|
2023
Q4 | $2.7M | Buy |
+17,364
| New | +$2.7M | 0.13% | 174 |
|