ISHARES TR

Ticker: IJT CUSIP: 464287887 Class: S&P SML 600 GWT

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

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

Q4 2025
Shares 474 Value ($000) $67 Avg Close — Range —
Q3 2025
Shares 474 Value ($000) $67 Avg Close — Range —
Q2 2025
Shares 477 Value ($000) $63 Avg Close — Range —
Q1 2025
Shares 480 Value ($000) $60 Avg Close — Range —
Q4 2024
Shares 486 Value ($000) $66 Avg Close — Range —
Q3 2024
Shares 456 Value ($000) $64 Avg Close — Range —
Q2 2024
Shares 392 Value ($000) $50 Avg Close — Range —
Q1 2024
Shares 392 Value ($000) $51 Avg Close — Range —
Q4 2023
Shares 391 Value ($000) $49 Avg Close — Range —
Q3 2023
Shares 431 Value ($000) $47 Avg Close — Range —
Q2 2023
Shares 431 Value ($000) $50 Avg Close — Range —
Q1 2023
Shares 562 Value ($000) $62 Avg Close — Range —
Q4 2022
Shares 561 Value ($000) $61 Avg Close — Range —
Q2 2022
Shares 560 Value ($000) $59 Avg Close — Range —
Q1 2022
Shares 299 Value ($000) $37 Avg Close — Range —
Q4 2021
Shares 202 Value ($000) $28 Avg Close — Range —