Concurrent Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Concurrent Investment Advisors’s Portfolio IYF Stock Details IYF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$209K	Buy
2025 Q1	–	Sell
2024 Q4	$5.16M	Sell
2024 Q3	$5.46M	Sell
2024 Q2	$5.08M	Sell
2024 Q1	$5.24M	Buy
2023 Q4	$4.62M	Buy