ISHARES TR

Ticker: IYE CUSIP: 464287796 Class: U.S. ENERGY ETF

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

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

Q1 2025
Shares 108 Value ($000) $5 Avg Close — Range —
Q4 2024
Shares 108 Value ($000) $5 Avg Close — Range —
Q3 2024
Shares 108 Value ($000) $5 Avg Close — Range —
Q2 2024
Shares 108 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 178 Value ($000) $9 Avg Close — Range —
Q4 2023
Shares 705 Value ($000) $31 Avg Close — Range —
Q3 2023
Shares 705 Value ($000) $33 Avg Close — Range —
Q2 2023
Shares 705 Value ($000) $30 Avg Close — Range —
Q1 2023
Shares 337 Value ($000) $15 Avg Close — Range —
Q4 2022
Shares 705 Value ($000) $33 Avg Close — Range —
Q2 2022
Shares 2,258 Value ($000) $86 Avg Close — Range —
Q1 2022
Shares 2,150 Value ($000) $88 Avg Close — Range —
Q4 2021
Shares 2,157 Value ($000) $65 Avg Close — Range —