ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 1,826 Value ($000) $449 Avg Close — Range —
Q3 2025
Shares 2,139 Value ($000) $518 Avg Close — Range —
Q2 2025
Shares 2,234 Value ($000) $482 Avg Close — Range —
Q1 2025
Shares 2,096 Value ($000) $418 Avg Close — Range —
Q4 2024
Shares 2,121 Value ($000) $469 Avg Close — Range —
Q3 2024
Shares 2,151 Value ($000) $475 Avg Close — Range —
Q2 2024
Shares 2,143 Value ($000) $435 Avg Close — Range —
Q1 2024
Shares 2,205 Value ($000) $464 Avg Close — Range —
Q4 2023
Shares 2,083 Value ($000) $418 Avg Close — Range —
Q3 2023
Shares 2,066 Value ($000) $365 Avg Close — Range —
Q2 2023
Shares 2,066 Value ($000) $387 Avg Close — Range —
Q1 2023
Shares 2,055 Value ($000) $367 Avg Close — Range —
Q4 2022
Shares 2,350 Value ($000) $410 Avg Close — Range —
Q3 2022
Shares 2,424 Value ($000) $400 Avg Close — Range —
Q2 2022
Shares 2,412 Value ($000) $408 Avg Close — Range —
Q1 2022
Shares 2,440 Value ($000) $501 Avg Close — Range —
Q4 2021
Shares 2,435 Value ($000) $542 Avg Close — Range —
Q4 2020
Shares 400 Value ($000) $78 Avg Close — Range —