ISHARES TR

Ticker: IYW CUSIP: 464287721 Class: U.S. TECH ETF

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

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

Q4 2025
Shares 5,254 Value ($000) $1,049 Avg Close — Range —
Q3 2025
Shares 5,357 Value ($000) $1,049 Avg Close — Range —
Q2 2025
Shares 5,431 Value ($000) $941 Avg Close — Range —
Q1 2025
Shares 5,431 Value ($000) $763 Avg Close — Range —
Q4 2024
Shares 5,431 Value ($000) $866 Avg Close — Range —
Q3 2024
Shares 5,916 Value ($000) $897 Avg Close — Range —
Q2 2024
Shares 5,916 Value ($000) $890 Avg Close — Range —
Q1 2024
Shares 5,936 Value ($000) $802 Avg Close — Range —
Q4 2023
Shares 5,813 Value ($000) $714 Avg Close — Range —
Q3 2023
Shares 5,813 Value ($000) $610 Avg Close — Range —
Q2 2023
Shares 5,813 Value ($000) $633 Avg Close — Range —
Q1 2023
Shares 5,813 Value ($000) $540 Avg Close — Range —
Q4 2022
Shares 5,813 Value ($000) $433 Avg Close — Range —
Q3 2022
Shares 6,114 Value ($000) $449 Avg Close — Range —
Q2 2022
Shares 6,122 Value ($000) $489 Avg Close — Range —
Q1 2022
Shares 6,331 Value ($000) $652 Avg Close — Range —
Q4 2021
Shares 6,859 Value ($000) $788 Avg Close — Range —
Q3 2021
Shares 259 Value ($000) $26 Avg Close — Range —
Q2 2021
Shares 6,859 Value ($000) $682 Avg Close — Range —
Q1 2021
Shares 7,955 Value ($000) $698 Avg Close — Range —
Q4 2020
Shares 20,287 Value ($000) $1,726 Avg Close — Range —