Consolidated Portfolio Review Corp quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Consolidated Portfolio Review Corp opened 1 positions, added to 5, reduced 8, sold out of 1 and left 6 unchanged. The largest increase in value was SPY (+$63,547,291); the largest decrease was IBIT (-$10,989,409).
- IBIT: Country of operation —; Class SHS BEN INT; Shares 2026-03-31 2,142,185; Shares 2026-06-30 2,142,185.
- BITB: Country of operation United States; Class SHS BEN INT; Shares 2026-03-31 336,325; Shares 2026-06-30 336,325.
- IEFA: Country of operation —; Class CORE MSCI EAFE; Shares 2026-03-31 199,247; Shares 2026-06-30 199,247.
- IWM: Country of operation —; Class RUSSELL 2000 ETF; Shares 2026-03-31 19,162; Shares 2026-06-30 19,162.
Two Form 13F-HR filings compared (SEC CIK 1972835): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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