ISHARES TR

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

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

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

Q4 2025
Shares 220,505 Value ($000) $21,228 Avg Close — Range —
Q3 2025
Shares 17,811 Value ($000) $1,720 Avg Close — Range —
Q2 2025
Shares 17,341 Value ($000) $1,595 Avg Close — Range —
Q1 2025
Shares 16,727 Value ($000) $1,423 Avg Close — Range —
Q4 2024
Shares 10,875 Value ($000) $961 Avg Close — Range —
Q3 2024
Shares 10,810 Value ($000) $953 Avg Close — Range —
Q2 2024
Shares 11,424 Value ($000) $926 Avg Close — Range —
Q1 2024
Shares 10,477 Value ($000) $881 Avg Close — Range —
Q4 2023
Shares 10,613 Value ($000) $825 Avg Close — Range —