ISHARES TR

Ticker: IYK CUSIP: 464287812 Class: US CONSM STAPLES

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

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

Q4 2025
Shares 9,995 Value ($000) $669 Avg Close — Range —
Q3 2025
Shares 9,031 Value ($000) $618 Avg Close — Range —
Q2 2025
Shares 8,895 Value ($000) $627 Avg Close — Range —
Q1 2025
Shares 7,962 Value ($000) $570 Avg Close — Range —
Q4 2024
Shares 7,944 Value ($000) $521 Avg Close — Range —