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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.37M	Sell	15,043 -1,149	-7%	-$324K	2.53%	11
2026 Q1	$4.03M	Sell	16,192 -8,222	-34%	-$2.18M	1.98%	13
2025 Q4	$6.76M	Buy	24,414 +768	+3%	+$213K	2.7%	6
2025 Q3	$6.51M	Buy	+23,646	New	+$6.12M	2.72%	8
2025 Q1	$510K	Sell	2,441 -28,549	-92%	-$6.57M	0.27%	65
2024 Q4	$7.29M	Buy	30,990 +1,028	+3%	+$236K	3.8%	7
2024 Q3	$6.59M	Buy	29,962 +28,220	+1,620%	+$6M	3.72%	6
2024 Q2	$374K	Buy	1,742 +305	+21%	+$60.8K	0.23%	81
2024 Q1	$280K	Buy	1,437 +113	+9%	+$21.1K	0.19%	104
2023 Q4	$232K	Buy	+1,324	New	+$217K	0.16%	133
2023 Q3	–	Sell	-2,686	Closed	-$426K	–	148
2023 Q2	$426K	Buy	2,686 +222	+9%	+$32.4K	0.39%	54
2023 Q1	$342K	Buy	+2,464	New	+$320K	0.41%	47

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concorde Asset Management's IWY Position: Q2 2026 in Review

Concorde Asset Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 7.1% in Q2 2026, selling an estimated $324K and leaving 15,043 shares worth $4.37M. The position accounts for 2.53% of the portfolio, ranked #11.

Concorde Asset Management first reported a position in IWY in Q1 2023 and has held it in 12 quarters since. The position peaked at $7.29M in Q4 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Concorde Asset Management held 15,043 shares of iShares Russell Top 200 Growth ETF worth $4.37M as of Q2 2026.
Concorde Asset Management sold 1,149 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $324K.
iShares Russell Top 200 Growth ETF made up 2.53% of Concorde Asset Management's portfolio in Q2 2026, its #11 holding.
Concorde Asset Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2023 and has held it in 12 quarters since.
Concorde Asset Management's iShares Russell Top 200 Growth ETF position peaked at $7.29M in Q4 2024.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.