Concorde Asset Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $510K | Sell |
2,441
-28,549
| -92% | -$5.96M | 0.27% | 65 |
|
|
2024
Q4 | $7.29M | Buy |
30,990
+1,028
| +3% | +$242K | 3.8% | 7 |
|
|
2024
Q3 | $6.59M | Buy |
29,962
+28,220
| +1,620% | +$6.21M | 3.72% | 6 |
|
|
2024
Q2 | $374K | Buy |
1,742
+305
| +21% | +$65.4K | 0.23% | 81 |
|
|
2024
Q1 | $280K | Buy |
1,437
+113
| +9% | +$22K | 0.19% | 104 |
|
|
2023
Q4 | $232K | Buy |
+1,324
| New | +$232K | 0.16% | 133 |
|
|
2023
Q3 | – | Sell |
-2,686
| Closed | -$426K | – | 148 |
|
|
2023
Q2 | $426K | Buy |
2,686
+222
| +9% | +$35.2K | 0.39% | 54 |
|
|
2023
Q1 | $342K | Buy |
+2,464
| New | +$342K | 0.41% | 47 |
|