Concorde Asset Management, LLC IWY Holdings History
Concorde Asset Management, LLC's iShares Russell Top 200 Growth ETF Holding Summary
As of 2025-03-31, Concorde Asset Management, LLC held 2,441.00 shares of iShares Russell Top 200 Growth ETF(IWY), totaling $509,670.00. This investment constitutes 0.27% of their stock portfolio, and Concorde Asset Management, LLC now holds 0% of the outstanding iShares Russell Top 200 Growth ETF(IWY) stock.
The initial trade took place in 2023Q1. And since then Concorde Asset Management, LLC has made 7 purchases of IWY, at an average price of $204.66, for a total of 33,676.00 shares. In addition, there have been 2 sales at an average price of $223.98 for 31,235.00 shares. Based on historical transaction data and IWY's current price of $251.11, Concorde Asset Management, LLC's estimated gain on his IWY holdings is $717,048.22, reflecting a 10.40% gain to date.
Concorde Asset Management, LLC IWY ($251.11) Holding Chart
Concorde Asset Management, LLC IWY ($251.11) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
