ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 61,441 Value ($000) $29,080 Avg Close — Range —
Q3 2025
Shares 7,398 Value ($000) $3,465 Avg Close — Range —
Q2 2025
Shares 6,671 Value ($000) $2,832 Avg Close — Range —
Q1 2025
Shares 5,968 Value ($000) $2,155 Avg Close — Range —
Q4 2024
Shares 5,617 Value ($000) $2,256 Avg Close — Range —
Q3 2024
Shares 5,565 Value ($000) $2,089 Avg Close — Range —
Q2 2024
Shares 9,939 Value ($000) $3,623 Avg Close — Range —
Q1 2024
Shares 7,641 Value ($000) $2,575 Avg Close — Range —
Q4 2023
Shares 2,670 Value ($000) $809 Avg Close — Range —