ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

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

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

Q4 2025
Shares 305 Value ($000) $29 Avg Close — Range —
Q3 2025
Shares 305 Value ($000) $29 Avg Close — Range —
Q2 2025
Shares 305 Value ($000) $28 Avg Close — Range —
Q1 2025
Shares 610 Value ($000) $52 Avg Close — Range —
Q4 2024
Shares 610 Value ($000) $54 Avg Close — Range —