ISHARES TR

Ticker: IYF CUSIP: 464287788 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 2,646 Value ($000) $341 Avg Close — Range —
Q3 2025
Shares 1,653 Value ($000) $209 Avg Close — Range —
Q4 2024
Shares 46,645 Value ($000) $5,158 Avg Close — Range —
Q3 2024
Shares 52,525 Value ($000) $5,457 Avg Close — Range —
Q2 2024
Shares 53,676 Value ($000) $5,076 Avg Close — Range —
Q1 2024
Shares 54,788 Value ($000) $5,240 Avg Close — Range —
Q4 2023
Shares 54,070 Value ($000) $4,618 Avg Close — Range —