ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 1,611 Value ($000) $446 Avg Close — Range —
Q3 2025
Shares 1,247 Value ($000) $341 Avg Close — Range —
Q2 2025
Shares 1,122 Value ($000) $277 Avg Close — Range —
Q4 2024
Shares 3,158 Value ($000) $743 Avg Close — Range —