ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

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

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

Q4 2025
Shares 177 Value ($000) $17 Avg Close — Range —
Q3 2025
Shares 350 Value ($000) $34 Avg Close — Range —
Q2 2025
Shares 350 Value ($000) $33 Avg Close — Range —
Q1 2025
Shares 352 Value ($000) $34 Avg Close — Range —
Q4 2024
Shares 351 Value ($000) $33 Avg Close — Range —
Q3 2024
Shares 353 Value ($000) $36 Avg Close — Range —
Q2 2024
Shares 356 Value ($000) $31 Avg Close — Range —
Q1 2024
Shares 356 Value ($000) $32 Avg Close — Range —
Q4 2023
Shares 355 Value ($000) $32 Avg Close — Range —
Q3 2023
Shares 348 Value ($000) $27 Avg Close — Range —
Q2 2023
Shares 348 Value ($000) $30 Avg Close — Range —
Q1 2023
Shares 346 Value ($000) $29 Avg Close — Range —
Q4 2022
Shares 382 Value ($000) $32 Avg Close — Range —
Q2 2022
Shares 338 Value ($000) $31 Avg Close — Range —
Q1 2022
Shares 336 Value ($000) $36 Avg Close — Range —
Q4 2021
Shares 335 Value ($000) $39 Avg Close — Range —