CIA
Concurrent Investment Advisors’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-46,645
| Closed | -$5.16M | – | 1224 |
|
|
2024
Q4 | $5.16M | Sell |
46,645
-5,880
| -11% | -$650K | 0.14% | 154 |
|
|
2024
Q3 | $5.46M | Sell |
52,525
-1,151
| -2% | -$120K | 0.16% | 136 |
|
|
2024
Q2 | $5.08M | Sell |
53,676
-1,112
| -2% | -$105K | 0.17% | 134 |
|
|
2024
Q1 | $5.24M | Buy |
54,788
+718
| +1% | +$68.7K | 0.21% | 110 |
|
|
2023
Q4 | $4.62M | Buy |
+54,070
| New | +$4.62M | 0.22% | 104 |
|