ISHARES TR

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

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

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

Q4 2025
Shares 44,109 Value ($000) $5,697 Avg Close — Range —
Q3 2025
Shares 38,879 Value ($000) $4,897 Avg Close — Range —
Q2 2025
Shares 4,959 Value ($000) $557 Avg Close — Range —
Q1 2025
Shares 5,522 Value ($000) $501 Avg Close — Range —
Q4 2024
Shares 5,958 Value ($000) $608 Avg Close — Range —
Q3 2024
Shares 3,976 Value ($000) $381 Avg Close — Range —
Q2 2024
Shares 4,462 Value ($000) $421 Avg Close — Range —
Q1 2024
Shares 3,448 Value ($000) $297 Avg Close — Range —
Q4 2023
Shares 544 Value ($000) $244 Avg Close — Range —