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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$277K	Buy	+1,122	New	+$277K	0.01%	1094
2025 Q1	–	Sell	-3,158	Closed	-$743K	–	1223
2024 Q4	$743K	Buy	+3,158	New	+$743K	0.02%	560