Concurrent Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Concurrent Investment Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.59M	Buy
2025 Q1	$1.42M	Buy
2024 Q4	$961K	Buy
2024 Q3	$953K	Sell
2024 Q2	$926K	Buy
2024 Q1	$881K	Sell
2023 Q4	$825K	Buy