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Concord Asset Management (Virginia)’s iShares Russell 2000 ETF IWM Stock Holding History

Concord Asset Management (Virginia)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,234
Closed -$482K – 166
2025
Q2 		$482K Buy
+2,234
New +$450K 0.07% 154

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Empower Advisory Group
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Royal Bank of Canada
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Concord Asset Management (Virginia)'s IWM Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of iShares Russell 2000 ETF (IWM) in Q3 2025, closing a stake of 2,234 shares — an estimated $482K sold.

Concord Asset Management (Virginia) first reported a position in IWM in Q2 2025 and held it in 1 quarter. The position peaked at $482K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold IWM as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining iShares Russell 2000 ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 2,234 iShares Russell 2000 ETF shares in Q3 2025, an estimated $482K.
  • Concord Asset Management (Virginia) first reported a position in iShares Russell 2000 ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s iShares Russell 2000 ETF position peaked at $482K in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.