ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 112,616 Value ($000) $27,722 Avg Close — Range —
Q3 2025
Shares 60,029 Value ($000) $14,525 Avg Close — Range —
Q2 2025
Shares 61,159 Value ($000) $13,198 Avg Close — Range —
Q1 2025
Shares 60,360 Value ($000) $12,041 Avg Close — Range —
Q4 2024
Shares 57,763 Value ($000) $12,763 Avg Close — Range —
Q3 2024
Shares 54,682 Value ($000) $12,079 Avg Close — Range —
Q2 2024
Shares 52,907 Value ($000) $10,734 Avg Close — Range —
Q1 2024
Shares 52,430 Value ($000) $11,026 Avg Close — Range —
Q4 2023
Shares 47,652 Value ($000) $9,564 Avg Close — Range —