ISHARES TR

Ticker: IYK CUSIP: 464287812 Class: US CONSM STAPLES

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

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

Q4 2025
Shares 144 Value ($000) $10 Avg Close — Range —
Q2 2023
Shares 2,918 Value ($000) $584 Avg Close — Range —
Q1 2023
Shares 2,951 Value ($000) $588 Avg Close — Range —
Q4 2022
Shares 2,951 Value ($000) $598 Avg Close — Range —
Q3 2022
Shares 3,238 Value ($000) $582 Avg Close — Range —
Q2 2022
Shares 3,238 Value ($000) $631 Avg Close — Range —
Q1 2022
Shares 3,238 Value ($000) $649 Avg Close — Range —
Q4 2021
Shares 3,553 Value ($000) $711 Avg Close — Range —
Q3 2021
Shares 299 Value ($000) $54 Avg Close — Range —
Q2 2021
Shares 3,526 Value ($000) $648 Avg Close — Range —
Q1 2021
Shares 3,978 Value ($000) $704 Avg Close — Range —
Q4 2020
Shares 10,459 Value ($000) $1,814 Avg Close — Range —