Concorde Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Concorde Asset Management’s Portfolio IWY Stock Details IWY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.51M	Buy
2025 Q1	$510K	Sell
2024 Q4	$7.29M	Buy
2024 Q3	$6.59M	Buy
2024 Q2	$374K	Buy
2024 Q1	$280K	Buy
2023 Q4	$232K	Buy
2023 Q3	–	Sell
2023 Q2	$426K	Buy
2023 Q1	$342K	Buy