ISHARES TR

Ticker: IYJ CUSIP: 464287754 Class: US INDUSTRIALS

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

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

Q4 2025
Shares 2,550 Value ($000) $378 Avg Close — Range —
Q3 2025
Shares 1,894 Value ($000) $276 Avg Close — Range —
Q2 2025
Shares 1,894 Value ($000) $270 Avg Close — Range —
Q1 2025
Shares 1,970 Value ($000) $256 Avg Close — Range —
Q2 2024
Shares 40,520 Value ($000) $4,840 Avg Close — Range —
Q1 2024
Shares 40,206 Value ($000) $5,054 Avg Close — Range —
Q4 2023
Shares 39,466 Value ($000) $4,513 Avg Close — Range —