ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 16,403 Value ($000) $2,246 Avg Close — Range —
Q3 2025
Shares 12,634 Value ($000) $1,799 Avg Close — Range —
Q2 2025
Shares 11,583 Value ($000) $1,606 Avg Close — Range —
Q1 2025
Shares 9,283 Value ($000) $1,091 Avg Close — Range —
Q4 2024
Shares 9,322 Value ($000) $1,182 Avg Close — Range —
Q3 2024
Shares 9,321 Value ($000) $1,093 Avg Close — Range —
Q2 2024
Shares 9,365 Value ($000) $1,033 Avg Close — Range —
Q1 2024
Shares 8,474 Value ($000) $967 Avg Close — Range —
Q4 2023
Shares 7,922 Value ($000) $827 Avg Close — Range —