Concurrent Investment Advisors, LLC IVW — ISHARES TR

Ownership history in Concurrent Investment Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Concurrent Investment Advisors, LLC reported ISHARES TR (IVW) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.99% in 2024 Q1. The latest visible filing shows IVW at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IVW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concurrent Investment Advisors, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IVW was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVW stock page Concurrent Investment Advisors, LLC fund profile Concurrent Investment Advisors, LLC full holdings
How Concurrent Investment Advisors, LLC held IVW — position size vs. price
% of Fund (quarterly)    IVW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 279,982 -172,653 -38.1% 0.34% $31.7M 2026-04-21 $126.84
2025 Q4 ADDED — — — 452,635 +140,392 +45.0% 0.64% $55.8M 2026-01-29 $124.84
2025 Q3 ADDED — — — 312,243 +1,258 +0.4% 0.65% $37.7M 2025-10-27 $124.36
2025 Q2 ADDED — — — 310,985 +151,129 +94.5% 0.66% $34.2M 2025-07-25 $113.51
2025 Q1 REDUCED 47.9% +18.7% ❌ 159,856 -147,040 -47.9% 0.36% $14.8M 2025-04-29 $94.28
2024 Q4 REDUCED 5.5% -8.5% ✅ 306,896 -17,811 -5.5% 0.84% $31.2M 2025-02-03 $102.77
2024 Q3 ADDED — — — 324,707 +8,838 +2.8% 0.92% $31.1M 2024-10-30 $97.29
2024 Q2 ADDED — — — 315,869 +25,290 +8.7% 0.96% $29.2M 2024-07-30 $88.16
2024 Q1 INITIATED — — — 290,579 — — 0.99% $24.5M 2024-05-07 $83.73

🏢 Other funds also holding IVW

As of 2026 Q1 — sorted by position size

ADG Wealth Management Group, LLC 19.19% hemming& Wealth Management, Inc. 17.89% MJT & Associates Financial Advisory Group, Inc. 15.8% ENCOMPASS WEALTH ADVISORS, LLC 3Y 14.65% LVZ, Inc. 3Y 7Y 13.52% INSTRUMENTAL WEALTH, LLC 13.08% CGC Financial Services, LLC 11.35% Powell Investment Advisors, LLC 3Y 11.31% Probity Advisors, Inc. 3Y 7Y 8.98% Sterling Investment Counsel, LLC 3Y 8.98%

FAQ About Concurrent Investment Advisors, LLC and IVW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Concurrent Investment Advisors, LLC reported owning IVW?

Concurrent Investment Advisors, LLC reported IVW across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IVW position in Concurrent Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for IVW was 0.99% in 2024 Q1.

What is the latest reported IVW position on this page?

The most recent filing on this page is 2026 Q1, when Concurrent Investment Advisors, LLC reported 279,982 shares, equal to 0.34% of portfolio, with an estimated market value of $31.7M.

What does the chart on this IVW ownership page compare?

The chart compares Concurrent Investment Advisors, LLC's quarterly IVW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Concurrent Investment Advisors, LLC time their IVW position?

Based on 13F filing dates vs. subsequent IVW price moves, Concurrent Investment Advisors, LLC correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on IVW relative to SPY over the holding period was +4.3%.

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