ISHARES TR

Ticker: IYZ CUSIP: 464287713 Class: US TELECOM ETF

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

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

Q4 2025
Shares 52,894 Value ($000) $1,793 Avg Close — Range —
Q3 2025
Shares 53,080 Value ($000) $1,712 Avg Close — Range —
Q2 2025
Shares 51,233 Value ($000) $1,526 Avg Close — Range —
Q1 2025
Shares 51,214 Value ($000) $1,403 Avg Close — Range —
Q4 2024
Shares 51,117 Value ($000) $1,371 Avg Close — Range —
Q3 2024
Shares 48,504 Value ($000) $1,225 Avg Close — Range —
Q2 2024
Shares 46,336 Value ($000) $1,006 Avg Close — Range —
Q1 2024
Shares 41,976 Value ($000) $923 Avg Close — Range —
Q4 2023
Shares 33,232 Value ($000) $756 Avg Close — Range —