ISHARES TR

Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH

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

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

Q4 2025
Shares 105,327 Value ($000) $7,312 Avg Close — Range —
Q3 2025
Shares 107,420 Value ($000) $7,313 Avg Close — Range —
Q2 2025
Shares 115,012 Value ($000) $7,354 Avg Close — Range —
Q1 2025
Shares 133,478 Value ($000) $8,246 Avg Close — Range —
Q4 2024
Shares 241,980 Value ($000) $14,843 Avg Close — Range —
Q3 2024
Shares 250,358 Value ($000) $15,695 Avg Close — Range —
Q2 2024
Shares 288,823 Value ($000) $16,639 Avg Close — Range —
Q1 2024
Shares 305,419 Value ($000) $17,733 Avg Close — Range —
Q4 2023
Shares 346,458 Value ($000) $18,646 Avg Close — Range —
Q3 2023
Shares 469,150 Value ($000) $23,237 Avg Close — Range —
Q2 2023
Shares 507,862 Value ($000) $26,170 Avg Close — Range —
Q1 2023
Shares 473,756 Value ($000) $23,683 Avg Close — Range —
Q4 2022
Shares 499,266 Value ($000) $24,963 Avg Close — Range —
Q3 2022
Shares 658,400 Value ($000) $29,279 Avg Close — Range —
Q2 2022
Shares 651,954 Value ($000) $31,059 Avg Close — Range —
Q1 2022
Shares 700,619 Value ($000) $37,420 Avg Close — Range —
Q4 2021
Shares 727,877 Value ($000) $40,455 Avg Close — Range —
Q3 2021
Shares 677,412 Value ($000) $34,033 Avg Close — Range —
Q2 2021
Shares 759,055 Value ($000) $38,226 Avg Close — Range —
Q1 2021
Shares 673,079 Value ($000) $32,490 Avg Close — Range —
Q4 2020
Shares 5,957 Value ($000) $267 Avg Close — Range —