ISHARES TR

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

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

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

Q4 2025
Shares 2,157 Value ($000) $697 Avg Close — Range —
Q3 2025
Shares 1,146 Value ($000) $367 Avg Close — Range —
Q2 2025
Shares 1,106 Value ($000) $316 Avg Close — Range —
Q1 2025
Shares 1,206 Value ($000) $308 Avg Close — Range —
Q4 2024
Shares 1,135 Value ($000) $327 Avg Close — Range —
Q3 2024
Shares 828 Value ($000) $235 Avg Close — Range —