ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

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

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

Q4 2025
Shares 2,305 Value ($000) $277 Avg Close Range
Q3 2025
Shares 2,303 Value ($000) $274 Avg Close Range
Q2 2025
Shares 3,261 Value ($000) $356 Avg Close Range
Q1 2025
Shares 3,321 Value ($000) $347 Avg Close Range
Q4 2024
Shares 3,430 Value ($000) $395 Avg Close Range
Q3 2024
Shares 3,748 Value ($000) $438 Avg Close Range
Q2 2024
Shares 3,648 Value ($000) $389 Avg Close Range
Q1 2024
Shares 3,738 Value ($000) $413 Avg Close Range
Q4 2023
Shares 3,704 Value ($000) $401 Avg Close Range
Q3 2023
Shares 3,737 Value ($000) $353 Avg Close Range
Q2 2023
Shares 2,501 Value ($000) $249 Avg Close Range
Q1 2023
Shares 2,228 Value ($000) $215 Avg Close Range
Q4 2022
Shares 2,759 Value ($000) $261 Avg Close Range
Q3 2022
Shares 2,371 Value ($000) $207 Avg Close Range
Q2 2022
Shares 2,589 Value ($000) $239 Avg Close Range
Q1 2022
Shares 2,529 Value ($000) $273 Avg Close Range
Q4 2021
Shares 2,359 Value ($000) $270 Avg Close Range
Q3 2021
Shares 5 Value ($000) $1 Avg Close Range
Q2 2021
Shares 5 Value ($000) $1 Avg Close Range
Q1 2021
Shares 5 Value ($000) $1 Avg Close Range
Q4 2020
Shares 355 Value ($000) $33 Avg Close Range