ISHARES TR

Ticker: IWV CUSIP: 464287689 Class: RUSSELL 3000 ETF

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

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

Q4 2025
Shares 94,846 Value ($000) $36,691 Avg Close — Range —
Q3 2025
Shares 58,003 Value ($000) $21,980 Avg Close — Range —
Q2 2025
Shares 62,968 Value ($000) $22,102 Avg Close — Range —
Q1 2025
Shares 1,019 Value ($000) $324 Avg Close — Range —
Q4 2024
Shares 3,299 Value ($000) $1,103 Avg Close — Range —
Q3 2024
Shares 2,917 Value ($000) $953 Avg Close — Range —
Q2 2024
Shares 1,446 Value ($000) $446 Avg Close — Range —
Q1 2024
Shares 1,067 Value ($000) $320 Avg Close — Range —