ISHARES TR

Ticker: IMCG CUSIP: 464288307 Class: MRGSTR MD CP GRW

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

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

Q4 2025
Shares 1,076 Value ($000) $86 Avg Close — Range —
Q2 2025
Shares 1,076 Value ($000) $86 Avg Close — Range —
Q3 2024
Shares 1,033 Value ($000) $75 Avg Close — Range —
Q1 2024
Shares 982 Value ($000) $69 Avg Close — Range —
Q3 2023
Shares 1,677 Value ($000) $96 Avg Close — Range —
Q2 2023
Shares 1,677 Value ($000) $102 Avg Close — Range —
Q1 2023
Shares 895 Value ($000) $52 Avg Close — Range —
Q4 2022
Shares 1,590 Value ($000) $86 Avg Close — Range —
Q2 2022
Shares 895 Value ($000) $46 Avg Close — Range —