Annex Advisory Services’s iShares International Dividend Growth ETF IGRO Stock Holding History

Annex Advisory Services’s Portfolio IGRO Stock Details IGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Sell	2,987 -1,961	-40%	-$172K	﹤0.01%	314
2026 Q1	$414K	Buy	4,948 +11	+0.2%	+$943	0.01%	272
2025 Q4	$409K	Buy	+4,937	New	+$399K	0.01%	265

Other funds holding IGRO

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Annex Advisory Services's IGRO Position: Q2 2026 in Review

Annex Advisory Services reduced its iShares International Dividend Growth ETF (IGRO) stake by 40% in Q2 2026, selling an estimated $172K and leaving 2,987 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Annex Advisory Services first reported a position in IGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $414K in Q1 2026. 224 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

Annex Advisory Services held 2,987 shares of iShares International Dividend Growth ETF worth $263K as of Q2 2026.
Annex Advisory Services sold 1,961 iShares International Dividend Growth ETF shares in Q2 2026, an estimated $172K.
iShares International Dividend Growth ETF made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #314 holding.
Annex Advisory Services first reported a position in iShares International Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
Annex Advisory Services's iShares International Dividend Growth ETF position peaked at $414K in Q1 2026.
224 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.