ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

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

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

Q4 2025
Shares 5,663 Value ($000) $533 Avg Close — Range —
Q3 2025
Shares 5,874 Value ($000) $559 Avg Close — Range —
Q2 2025
Shares 5,874 Value ($000) $551 Avg Close — Range —
Q1 2025
Shares 5,593 Value ($000) $524 Avg Close — Range —
Q4 2024
Shares 5,593 Value ($000) $497 Avg Close — Range —
Q3 2024
Shares 5,593 Value ($000) $511 Avg Close — Range —
Q2 2024
Shares 5,593 Value ($000) $470 Avg Close — Range —
Q1 2024
Shares 5,619 Value ($000) $470 Avg Close — Range —
Q4 2023
Shares 5,784 Value ($000) $451 Avg Close — Range —
Q3 2023
Shares 5,784 Value ($000) $419 Avg Close — Range —
Q2 2023
Shares 4,622 Value ($000) $344 Avg Close — Range —
Q1 2023
Shares 3,839 Value ($000) $279 Avg Close — Range —
Q4 2022
Shares 8,433 Value ($000) $608 Avg Close — Range —
Q2 2022
Shares 1,961 Value ($000) $138 Avg Close — Range —
Q1 2022
Shares 1,747 Value ($000) $136 Avg Close — Range —
Q4 2021
Shares 1,827 Value ($000) $148 Avg Close — Range —