Concurrent Investment Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$22.1M	Buy
2025 Q1	$324K	Sell
2024 Q4	$1.1M	Buy
2024 Q3	$953K	Buy
2024 Q2	$446K	Buy
2024 Q1	$320K	Buy