ISHARES TR

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

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

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

Q4 2025
Shares 55,403 Value ($000) $7,821 Avg Close — Range —
Q3 2025
Shares 54,142 Value ($000) $7,661 Avg Close — Range —
Q2 2025
Shares 50,809 Value ($000) $6,760 Avg Close — Range —
Q1 2025
Shares 46,097 Value ($000) $5,739 Avg Close — Range —
Q4 2024
Shares 45,973 Value ($000) $6,223 Avg Close — Range —
Q3 2024
Shares 42,799 Value ($000) $5,970 Avg Close — Range —
Q2 2024
Shares 42,182 Value ($000) $5,417 Avg Close — Range —
Q1 2024
Shares 38,707 Value ($000) $5,060 Avg Close — Range —
Q4 2023
Shares 14,115 Value ($000) $1,766 Avg Close — Range —