ISHARES TR

Ticker: IYJ CUSIP: 464287754 Class: US INDUSTRIALS

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

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

Q4 2025
Shares 216 Value ($000) $32 Avg Close — Range —
Q3 2025
Shares 216 Value ($000) $32 Avg Close — Range —
Q2 2025
Shares 216 Value ($000) $31 Avg Close — Range —
Q1 2025
Shares 430 Value ($000) $56 Avg Close — Range —
Q4 2024
Shares 430 Value ($000) $57 Avg Close — Range —