ISHARES TR

Ticker: IXC CUSIP: 464287341 Class: GLOBAL ENERG ETF

Concord Wealth Partners's Holding History (CIK: 0001814214)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 974 Value ($000) $41 Avg Close Range
Q3 2025
Shares 1,206 Value ($000) $50 Avg Close Range
Q2 2025
Shares 1,206 Value ($000) $47 Avg Close Range
Q1 2025
Shares 1,186 Value ($000) $50 Avg Close Range
Q4 2024
Shares 1,186 Value ($000) $45 Avg Close Range
Q3 2024
Shares 1,455 Value ($000) $59 Avg Close Range
Q2 2024
Shares 1,455 Value ($000) $60 Avg Close Range
Q1 2024
Shares 1,437 Value ($000) $62 Avg Close Range
Q4 2023
Shares 1,423 Value ($000) $56 Avg Close Range
Q3 2023
Shares 1,400 Value ($000) $58 Avg Close Range
Q2 2023
Shares 1,400 Value ($000) $52 Avg Close Range
Q1 2023
Shares 2,438 Value ($000) $92 Avg Close Range
Q4 2022
Shares 2,438 Value ($000) $95 Avg Close Range
Q2 2022
Shares 2,441 Value ($000) $83 Avg Close Range
Q1 2022
Shares 2,415 Value ($000) $87 Avg Close Range
Q4 2021
Shares 2,454 Value ($000) $68 Avg Close Range
Q3 2021
Shares 92 Value ($000) $2 Avg Close Range
Q2 2021
Shares 92 Value ($000) $2 Avg Close Range
Q1 2021
Shares 92 Value ($000) $2 Avg Close Range
Q4 2020
Shares 92 Value ($000) $2 Avg Close Range