CIA
Concurrent Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
62,968
+61,949
| +6,079% | +$21.7M | 0.43% | 46 |
|
|
2025
Q1 | $324K | Sell |
1,019
-2,280
| -69% | -$724K | 0.01% | 884 |
|
|
2024
Q4 | $1.1M | Buy |
3,299
+382
| +13% | +$128K | 0.03% | 461 |
|
|
2024
Q3 | $953K | Buy |
2,917
+1,471
| +102% | +$481K | 0.03% | 473 |
|
|
2024
Q2 | $446K | Buy |
1,446
+379
| +36% | +$117K | 0.01% | 618 |
|
|
2024
Q1 | $320K | Buy |
+1,067
| New | +$320K | 0.01% | 654 |
|