ISHARES TR

Ticker: IJS CUSIP: 464287879 Class: SP SMCP600VL ETF

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

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

Q4 2025
Shares 60,730 Value ($000) $6,906 Avg Close — Range —
Q3 2025
Shares 36,590 Value ($000) $4,047 Avg Close — Range —
Q2 2025
Shares 39,692 Value ($000) $3,949 Avg Close — Range —
Q1 2025
Shares 55,401 Value ($000) $5,401 Avg Close — Range —
Q4 2024
Shares 51,264 Value ($000) $5,568 Avg Close — Range —
Q3 2024
Shares 50,631 Value ($000) $5,451 Avg Close — Range —
Q2 2024
Shares 49,462 Value ($000) $4,811 Avg Close — Range —
Q1 2024
Shares 45,447 Value ($000) $4,670 Avg Close — Range —
Q4 2023
Shares 15,279 Value ($000) $1,575 Avg Close — Range —