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Ishares Tr rus200 grw idx shares owned by Concorde Asset Management

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Concorde Asset Management from 13F filings

Historical chart of Concorde Asset Management investment in Ishares Tr rus200 grw idx

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All positions including Ishares Tr rus200 grw idx held by Concorde Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 grw idx by Concorde Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.6M 30k 220.05
2024-06-30 $374k 1.7k 214.52
2024-03-31 $280k 1.4k 195.10
2023-12-31 $232k 1.3k 175.22
2023-06-30 $426k 2.7k 158.56
2023-03-31 $342k 2.5k 138.93

More positions owned by Concorde Asset Management

NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded Nasd Tech Div (TDIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)

View all positions for Concorde Asset Management

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
Branch Banking & Trust Company
AE Wealth Management
Mml Investors Services
Cambridge Investment Research Advisors
Bryn Mawr Trust
Envestnet Asset Management
Pegasus Partners

View all funds holding Ishares Tr rus200 grw idx