Concurrent Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.25M	Buy	18,076 +16,472	+1,027%	+$4.65M	0.04%	419
2026 Q1	$399K	Sell	1,604 -7	-0.4%	-$1.85K	﹤0.01%	1326
2025 Q4	$446K	Buy	1,611 +364	+29%	+$101K	0.01%	1197
2025 Q3	$341K	Buy	1,247 +125	+11%	+$32.3K	0.01%	1098
2025 Q2	$277K	Buy	+1,122	New	+$250K	0.01%	1100
2025 Q1	–	Sell	-3,158	Closed	-$743K	–	1290
2024 Q4	$743K	Buy	+3,158	New	+$725K	0.02%	566

Other funds holding IWY

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Concurrent Investment Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1,027% in Q2 2026, buying an estimated $4.65M and bringing the position to 18,076 shares worth $5.25M. The position accounts for 0.04% of the portfolio, ranked #419.

Concurrent Investment Advisors first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Concurrent Investment Advisors held 18,076 shares of iShares Russell Top 200 Growth ETF worth $5.25M as of Q2 2026.
Concurrent Investment Advisors bought 16,472 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $4.65M.
iShares Russell Top 200 Growth ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #419 holding.
Concurrent Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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