ISHARES TR

Ticker: IGM CUSIP: 464287549 Class: EXPND TEC SC ETF

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

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

Q4 2025
Shares 493 Value ($000) $64 Avg Close — Range —
Q3 2025
Shares 493 Value ($000) $62 Avg Close — Range —
Q2 2025
Shares 493 Value ($000) $55 Avg Close — Range —
Q1 2025
Shares 492 Value ($000) $45 Avg Close — Range —
Q4 2024
Shares 542 Value ($000) $55 Avg Close — Range —
Q3 2024
Shares 547 Value ($000) $52 Avg Close — Range —
Q2 2024
Shares 547 Value ($000) $52 Avg Close — Range —
Q1 2024
Shares 496 Value ($000) $43 Avg Close — Range —
Q4 2023
Shares 83 Value ($000) $37 Avg Close — Range —
Q3 2023
Shares 82 Value ($000) $32 Avg Close — Range —
Q2 2023
Shares 75 Value ($000) $30 Avg Close — Range —
Q1 2023
Shares 75 Value ($000) $26 Avg Close — Range —
Q4 2022
Shares 60 Value ($000) $17 Avg Close — Range —
Q2 2022
Shares 45 Value ($000) $13 Avg Close — Range —
Q1 2022
Shares 30 Value ($000) $12 Avg Close — Range —
Q4 2021
Shares 30 Value ($000) $13 Avg Close — Range —