ISHARES TR

Ticker: XT CUSIP: 46434V381 Class: ETF

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

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

Q4 2025
Shares 2,817 Value ($000) $196 Avg Close — Range —
Q3 2025
Shares 3,189 Value ($000) $229 Avg Close — Range —
Q2 2025
Shares 3,958 Value ($000) $258 Avg Close — Range —
Q1 2025
Shares 4,526 Value ($000) $261 Avg Close — Range —
Q4 2024
Shares 6,748 Value ($000) $403 Avg Close — Range —
Q3 2024
Shares 12,060 Value ($000) $734 Avg Close — Range —
Q2 2024
Shares 89,591 Value ($000) $5,271 Avg Close — Range —
Q1 2024
Shares 95,982 Value ($000) $5,722 Avg Close — Range —
Q4 2023
Shares 111,836 Value ($000) $6,696 Avg Close — Range —
Q3 2023
Shares 147,563 Value ($000) $7,704 Avg Close — Range —
Q2 2023
Shares 161,850 Value ($000) $8,999 Avg Close — Range —
Q1 2023
Shares 213,798 Value ($000) $11,267 Avg Close — Range —
Q4 2022
Shares 230,797 Value ($000) $10,926 Avg Close — Range —
Q3 2022
Shares 206,993 Value ($000) $9,226 Avg Close — Range —
Q2 2022
Shares 272,161 Value ($000) $13,045 Avg Close — Range —
Q1 2022
Shares 317,477 Value ($000) $18,744 Avg Close — Range —
Q4 2021
Shares 309,841 Value ($000) $20,471 Avg Close — Range —
Q3 2021
Shares 248,720 Value ($000) $15,605 Avg Close — Range —
Q2 2021
Shares 289,364 Value ($000) $18,302 Avg Close — Range —
Q1 2021
Shares 224,790 Value ($000) $13,312 Avg Close — Range —
Q4 2020
Shares 2,568 Value ($000) $147 Avg Close — Range —