Concorde Asset Management
IWX icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.57M Buy
+41,762
New +$4.62M 2.72% 8
2025
Q1 		– Sell
-52,103
Closed -$4.12M – 187
2024
Q4 		$4.12M Buy
52,103
+48,296
+1,269% +$3.96M 2.15% 12
2024
Q3 		$309K Buy
+3,807
New +$297K 0.17% 111

Other funds holding IWX

TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Asset Management
First Citizens Asset Management Raleigh, North Carolina $309M AUM 8.89% 1-Year Est. Return
Richard P. Slaughter Associates
Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
SVB Wealth
SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.71B AUM 11.67% 1-Year Est. Return

Concorde Asset Management's IWX Position: Q3 2026 in Review

Concorde Asset Management opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q3 2026: 41,762 shares worth $4.57M. The stake represents 2.72% of the portfolio and ranks #8 among its holdings. This is a return to the name: Concorde Asset Management previously reported a position in IWX as recently as Q4 2024.

Concorde Asset Management first reported a position in IWX in Q3 2024 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Concorde Asset Management held 41,762 shares of iShares Russell Top 200 Value ETF worth $4.57M as of Q3 2026.
  • iShares Russell Top 200 Value ETF was a new Concorde Asset Management position in Q3 2026.
  • iShares Russell Top 200 Value ETF made up 2.72% of Concorde Asset Management's portfolio in Q3 2026, its #8 holding.
  • Concorde Asset Management first reported a position in iShares Russell Top 200 Value ETF in Q3 2024 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Concorde Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.