CIA
Concurrent Investment Advisors’s iShares US Technology ETF IYW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8M | Buy |
114,122
+87,290
| +325% | +$15.1M | 0.38% | 51 |
|
|
2025
Q1 | $3.77M | Sell |
26,832
-26,706
| -50% | -$3.75M | 0.09% | 233 |
|
|
2024
Q4 | $8.54M | Sell |
53,538
-5,018
| -9% | -$800K | 0.23% | 96 |
|
|
2024
Q3 | $8.88M | Sell |
58,556
-1,098
| -2% | -$166K | 0.26% | 84 |
|
|
2024
Q2 | $8.98M | Buy |
59,654
+316
| +0.5% | +$47.6K | 0.29% | 80 |
|
|
2024
Q1 | $8.01M | Buy |
59,338
+12,904
| +28% | +$1.74M | 0.32% | 71 |
|
|
2023
Q4 | $5.7M | Buy |
+46,434
| New | +$5.7M | 0.27% | 84 |
|