ISHARES TR

Ticker: IDV CUSIP: 464288448 Class: INTL SEL DIV ETF

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

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

Q4 2025
Shares 41,506 Value ($000) $1,637 Avg Close — Range —
Q3 2025
Shares 38,678 Value ($000) $1,414 Avg Close — Range —
Q2 2025
Shares 40,240 Value ($000) $1,389 Avg Close — Range —
Q1 2025
Shares 33,328 Value ($000) $1,034 Avg Close — Range —
Q4 2024
Shares 28,075 Value ($000) $769 Avg Close — Range —
Q3 2024
Shares 30,111 Value ($000) $910 Avg Close — Range —
Q2 2024
Shares 27,729 Value ($000) $767 Avg Close — Range —
Q1 2024
Shares 29,186 Value ($000) $818 Avg Close — Range —
Q4 2023
Shares 29,014 Value ($000) $812 Avg Close — Range —
Q3 2023
Shares 28,116 Value ($000) $714 Avg Close — Range —
Q2 2023
Shares 27,990 Value ($000) $737 Avg Close — Range —
Q1 2023
Shares 27,099 Value ($000) $745 Avg Close — Range —
Q4 2022
Shares 26,756 Value ($000) $727 Avg Close — Range —
Q3 2022
Shares 28,891 Value ($000) $651 Avg Close — Range —
Q2 2022
Shares 26,760 Value ($000) $727 Avg Close — Range —
Q1 2022
Shares 25,966 Value ($000) $825 Avg Close — Range —
Q4 2021
Shares 24,106 Value ($000) $752 Avg Close — Range —