Concurrent Investment Advisors’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Concurrent Investment Advisors’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15M	Buy	197,951 +90,503	+84%	+$6.68M	0.13%	176
2026 Q1	$7.54M	Sell	107,448 -26,340	-20%	-$1.89M	0.08%	268
2025 Q4	$9.29M	Buy	133,788 +86,307	+182%	+$5.93M	0.11%	203
2025 Q3	$3.23M	Buy	47,481 +10,475	+28%	+$692K	0.06%	334
2025 Q2	$2.37M	Buy	37,006 +1,718	+5%	+$105K	0.05%	391
2025 Q1	$2.18M	Sell	35,288 -616	-2%	-$38.6K	0.05%	348
2024 Q4	$2.2M	Buy	35,904 +6,082	+20%	+$384K	0.06%	301
2024 Q3	$1.87M	Buy	29,822 +876	+3%	+$52.8K	0.06%	331
2024 Q2	$1.67M	Buy	28,946 +17,533	+154%	+$1M	0.05%	319
2024 Q1	$663K	Sell	11,413 -10,615	-48%	-$589K	0.03%	475
2023 Q4	$1.19M	Buy	+22,028	New	+$1.12M	0.06%	302

Other funds holding DGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concurrent Investment Advisors's DGRO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Core Dividend Growth ETF (DGRO) stake by 84% in Q2 2026, buying an estimated $6.68M and bringing the position to 197,951 shares worth $15M. The position accounts for 0.13% of the portfolio, ranked #176.

Concurrent Investment Advisors first reported a position in DGRO in Q4 2023 and has held it in 11 quarters since. 1,339 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

Concurrent Investment Advisors held 197,951 shares of iShares Core Dividend Growth ETF worth $15M as of Q2 2026.
Concurrent Investment Advisors bought 90,503 iShares Core Dividend Growth ETF shares in Q2 2026, an estimated $6.68M.
iShares Core Dividend Growth ETF made up 0.13% of Concurrent Investment Advisors's portfolio in Q2 2026, its #176 holding.
Concurrent Investment Advisors first reported a position in iShares Core Dividend Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,339 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.