ISHARES TR

Ticker: IJH CUSIP: 464287507 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,650 Value ($000) $175 Avg Close — Range —
Q3 2025
Shares 4,227 Value ($000) $276 Avg Close — Range —
Q2 2025
Shares 4,421 Value ($000) $274 Avg Close — Range —
Q1 2025
Shares 4,415 Value ($000) $258 Avg Close — Range —
Q4 2024
Shares 4,533 Value ($000) $282 Avg Close — Range —
Q3 2024
Shares 4,530 Value ($000) $282 Avg Close — Range —
Q2 2024
Shares 4,356 Value ($000) $255 Avg Close — Range —
Q1 2024
Shares 4,346 Value ($000) $264 Avg Close — Range —
Q4 2023
Shares 571 Value ($000) $158 Avg Close — Range —
Q3 2023
Shares 551 Value ($000) $137 Avg Close — Range —
Q2 2023
Shares 551 Value ($000) $144 Avg Close — Range —
Q1 2023
Shares 523 Value ($000) $131 Avg Close — Range —
Q4 2022
Shares 548 Value ($000) $132 Avg Close — Range —
Q2 2022
Shares 581 Value ($000) $132 Avg Close — Range —
Q1 2022
Shares 573 Value ($000) $154 Avg Close — Range —
Q4 2021
Shares 540 Value ($000) $153 Avg Close — Range —
Q4 2020
Shares 325 Value ($000) $75 Avg Close — Range —