ISHARES TR

Ticker: IDU CUSIP: 464287697 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 362 Value ($000) $39 Avg Close — Range —
Q3 2025
Shares 360 Value ($000) $40 Avg Close — Range —
Q2 2025
Shares 360 Value ($000) $38 Avg Close — Range —
Q1 2025
Shares 358 Value ($000) $36 Avg Close — Range —
Q4 2024
Shares 381 Value ($000) $37 Avg Close — Range —
Q3 2024
Shares 381 Value ($000) $39 Avg Close — Range —
Q2 2024
Shares 418 Value ($000) $37 Avg Close — Range —
Q1 2024
Shares 377 Value ($000) $32 Avg Close — Range —
Q4 2023
Shares 382 Value ($000) $31 Avg Close — Range —
Q3 2023
Shares 380 Value ($000) $28 Avg Close — Range —
Q2 2023
Shares 380 Value ($000) $31 Avg Close — Range —
Q1 2023
Shares 378 Value ($000) $32 Avg Close — Range —
Q4 2022
Shares 376 Value ($000) $33 Avg Close — Range —
Q2 2022
Shares 371 Value ($000) $32 Avg Close — Range —
Q1 2022
Shares 369 Value ($000) $34 Avg Close — Range —
Q4 2021
Shares 367 Value ($000) $32 Avg Close — Range —