ISHARES TR

Ticker: IWO CUSIP: 464287648 Class: RUS 2000 GRW ETF

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

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

Q4 2025
Shares 38 Value ($000) $12 Avg Close Range
Q3 2025
Shares 6 Value ($000) $2 Avg Close Range
Q2 2025
Shares 38 Value ($000) $11 Avg Close Range
Q1 2025
Shares 6 Value ($000) $2 Avg Close Range
Q4 2024
Shares 6 Value ($000) $2 Avg Close Range
Q3 2024
Shares 38 Value ($000) $11 Avg Close Range
Q2 2024
Shares 12 Value ($000) $3 Avg Close Range
Q1 2024
Shares 126 Value ($000) $34 Avg Close Range
Q4 2023
Shares 6 Value ($000) $2 Avg Close Range
Q3 2023
Shares 201 Value ($000) $45 Avg Close Range
Q2 2023
Shares 537 Value ($000) $130 Avg Close Range
Q1 2023
Shares 176 Value ($000) $40 Avg Close Range
Q4 2022
Shares 159 Value ($000) $34 Avg Close Range
Q2 2022
Shares 37 Value ($000) $8 Avg Close Range
Q1 2022
Shares 17 Value ($000) $4 Avg Close Range
Q4 2021
Shares 104 Value ($000) $30 Avg Close Range
Q3 2021
Shares 98 Value ($000) $29 Avg Close Range
Q2 2021
Shares 104 Value ($000) $32 Avg Close Range
Q1 2021
Shares 181 Value ($000) $54 Avg Close Range
Q4 2020
Shares 48 Value ($000) $14 Avg Close Range