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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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