Concurrent Investment Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.72M	Buy	+44,866	New	+$4.54M	0.04%	449

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

Concurrent Investment Advisors's IWX Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in iShares Russell Top 200 Value ETF (IWX) in Q2 2026: 44,866 shares worth $4.72M. The stake represents 0.04% of the portfolio and ranks #449 among its holdings.

265 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Concurrent Investment Advisors held 44,866 shares of iShares Russell Top 200 Value ETF worth $4.72M as of Q2 2026.
iShares Russell Top 200 Value ETF was a new Concurrent Investment Advisors position in Q2 2026.
iShares Russell Top 200 Value ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #449 holding.
265 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.