ISHARES TR

Ticker: IHI CUSIP: 464288810 Class: U.S. MED DVC ETF

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

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

Q4 2025
Shares 1,936 Value ($000) $120 Avg Close — Range —
Q3 2025
Shares 1,934 Value ($000) $116 Avg Close — Range —
Q2 2025
Shares 1,932 Value ($000) $121 Avg Close — Range —
Q1 2025
Shares 1,931 Value ($000) $116 Avg Close — Range —
Q4 2024
Shares 1,929 Value ($000) $113 Avg Close — Range —
Q3 2024
Shares 2,156 Value ($000) $128 Avg Close — Range —
Q2 2024
Shares 1,983 Value ($000) $111 Avg Close — Range —
Q1 2024
Shares 1,921 Value ($000) $113 Avg Close — Range —
Q4 2023
Shares 1,920 Value ($000) $104 Avg Close — Range —
Q3 2023
Shares 1,912 Value ($000) $93 Avg Close — Range —
Q2 2023
Shares 2,230 Value ($000) $126 Avg Close — Range —
Q1 2023
Shares 2,229 Value ($000) $120 Avg Close — Range —
Q4 2022
Shares 2,228 Value ($000) $117 Avg Close — Range —
Q2 2022
Shares 3,013 Value ($000) $152 Avg Close — Range —
Q1 2022
Shares 3,011 Value ($000) $184 Avg Close — Range —
Q4 2021
Shares 3,011 Value ($000) $198 Avg Close — Range —
Q3 2021
Shares 852 Value ($000) $53 Avg Close — Range —
Q2 2021
Shares 317 Value ($000) $114 Avg Close — Range —
Q1 2021
Shares 487 Value ($000) $161 Avg Close — Range —
Q4 2020
Shares 5,217 Value ($000) $1,708 Avg Close — Range —