Concurrent Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$506K	Sell
2025 Q1	$471K	Sell
2024 Q4	$504K	Sell
2024 Q3	$496K	Buy
2024 Q2	$470K	Buy
2024 Q1	$381K	Buy
2023 Q4	$237K	Buy