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Concurrent Investment Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Concurrent Investment Advisors’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$494K Buy
3,226
+1,006
+45% +$154K 0.01% 847
2025
Q1 		$305K Buy
+2,220
New +$305K 0.01% 911