ISHARES TR

Ticker: ISCG CUSIP: 464288604 Class: MRGSTR SM CP GR

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

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

Q4 2025
Shares 112 Value ($000) $6 Avg Close — Range —
Q2 2025
Shares 112 Value ($000) $6 Avg Close — Range —
Q3 2024
Shares 112 Value ($000) $5 Avg Close — Range —
Q1 2024
Shares 1,396 Value ($000) $65 Avg Close — Range —
Q3 2023
Shares 1,508 Value ($000) $58 Avg Close — Range —
Q2 2023
Shares 1,346 Value ($000) $56 Avg Close — Range —
Q1 2023
Shares 1,190 Value ($000) $46 Avg Close — Range —
Q4 2022
Shares 983 Value ($000) $35 Avg Close — Range —
Q2 2022
Shares 612 Value ($000) $22 Avg Close — Range —
Q1 2022
Shares 385 Value ($000) $17 Avg Close — Range —
Q4 2021
Shares 861 Value ($000) $43 Avg Close — Range —
Q3 2021
Shares 847 Value ($000) $42 Avg Close — Range —
Q2 2021
Shares 836 Value ($000) $43 Avg Close — Range —
Q1 2021
Shares 133 Value ($000) $40 Avg Close — Range —
Q4 2020
Shares 43 Value ($000) $13 Avg Close — Range —