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Concurrent Investment Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Concurrent Investment Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$316K Sell
1,106
-100
-8% -$28.6K 0.01% 1038
2025
Q1 		$308K Buy
1,206
+71
+6% +$18.1K 0.01% 903
2024
Q4 		$327K Buy
1,135
+307
+37% +$88.3K 0.01% 786
2024
Q3 		$235K Buy
+828
New +$235K 0.01% 868