CIA
Concurrent Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
3,354
-108
| -3% | -$16.3K | 0.01% | 838 |
|
|
2025
Q1 | $471K | Sell |
3,462
-61
| -2% | -$8.3K | 0.01% | 760 |
|
|
2024
Q4 | $504K | Sell |
3,523
-33
| -0.9% | -$4.72K | 0.01% | 659 |
|
|
2024
Q3 | $496K | Buy |
3,556
+1
| +0% | +$140 | 0.01% | 619 |
|
|
2024
Q2 | $470K | Buy |
3,555
+579
| +19% | +$76.6K | 0.02% | 600 |
|
|
2024
Q1 | $381K | Buy |
2,976
+946
| +47% | +$121K | 0.02% | 613 |
|
|
2023
Q4 | $237K | Buy |
+2,030
| New | +$237K | 0.01% | 716 |
|