ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 2,939 Value ($000) $1,097 Avg Close — Range —
Q3 2025
Shares 927 Value ($000) $339 Avg Close — Range —
Q2 2025
Shares 934 Value ($000) $317 Avg Close — Range —