Concurrent Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
11,583
+2,300
| +25% | +$319K | 0.03% | 478 |
|
|
2025
Q1 | $1.09M | Sell |
9,283
-39
| -0.4% | -$4.58K | 0.03% | 526 |
|
|
2024
Q4 | $1.18M | Buy |
9,322
+1
| +0% | +$127 | 0.03% | 448 |
|
|
2024
Q3 | $1.09M | Sell |
9,321
-44
| -0.5% | -$5.16K | 0.03% | 435 |
|
|
2024
Q2 | $1.03M | Buy |
9,365
+891
| +11% | +$98.3K | 0.03% | 422 |
|
|
2024
Q1 | $967K | Buy |
8,474
+552
| +7% | +$63K | 0.04% | 372 |
|
|
2023
Q4 | $827K | Buy |
+7,922
| New | +$827K | 0.04% | 365 |
|