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

Concurrent Investment Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$382K Buy
2,888
+1,298
+82% +$172K 0.01% 953
2025
Q1 		$200K Sell
1,590
-9
-0.6% -$1.13K ﹤0.01% 1125
2024
Q4 		$207K Sell
1,599
-26
-2% -$3.36K 0.01% 965
2024
Q3 		$215K Buy
+1,625
New +$215K 0.01% 910