CIA
Concurrent Investment Advisors’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
1,894
-76
| -4% | -$10.8K | 0.01% | 1107 |
|
|
2025
Q1 | $256K | Buy |
+1,970
| New | +$256K | 0.01% | 996 |
|
|
2024
Q3 | – | Sell |
-40,520
| Closed | -$4.84M | – | 1037 |
|
|
2024
Q2 | $4.84M | Buy |
40,520
+314
| +0.8% | +$37.5K | 0.16% | 140 |
|
|
2024
Q1 | $5.05M | Buy |
40,206
+740
| +2% | +$93K | 0.2% | 113 |
|
|
2023
Q4 | $4.51M | Buy |
+39,466
| New | +$4.51M | 0.21% | 108 |
|