Concorde Asset Management, LLC IWX Holdings History
Concorde Asset Management, LLC's iShares Russell Top 200 Value ETF Holding Summary
As of 2025-03-31, Concorde Asset Management, LLC held - shares of iShares Russell Top 200 Value ETF(IWX), totaling N/A. This investment constitutes 0% of their stock portfolio, and Concorde Asset Management, LLC now holds 0% of the outstanding iShares Russell Top 200 Value ETF(IWX) stock.
The initial trade took place in 2024Q3. And since then Concorde Asset Management, LLC has made 2 purchases of IWX, at an average price of $81.73, for a total of 52,103.00 shares. In addition, there have been 1 sales at an average price of $82.27 for 52,103.00 shares. Based on historical transaction data and IWX's current price of $84.85, Concorde Asset Management, LLC's estimated gain on his IWX holdings is $28,215.68, reflecting a 0.66% gain to date.
Concorde Asset Management, LLC IWX ($84.85) Holding Chart
Concorde Asset Management, LLC IWX ($84.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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