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Concorde Asset Management’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Concorde Asset Management’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-52,103
Closed -$4.12M – 187
2024
Q4 		$4.12M Buy
52,103
+48,296
+1,269% +$3.82M 2.15% 12
2024
Q3 		$309K Buy
+3,807
New +$309K 0.17% 111