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Atomi Financial Group’s iShares International Dividend Growth ETF IGRO Stock Holding History

Atomi Financial Group’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
2023
Q3 		– Sell
-6,051
Closed -$375K – 361
2023
Q2 		$375K Buy
6,051
+34
+0.6% +$2.1K 0.17% 155
2023
Q1 		$365K Buy
+6,017
New +$362K 0.2% 123

Other funds holding IGRO

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atomi Financial Group's IGRO Position: Q3 2023 in Review

Atomi Financial Group sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2023, closing a stake of 6,051 shares — an estimated $375K sold.

Atomi Financial Group first reported a position in IGRO in Q1 2023 and held it in 2 quarters. The position peaked at $375K in Q2 2023. 142 funds tracked by Wall St. Rank hold IGRO as of Q3 2023.

  • Atomi Financial Group reported no remaining iShares International Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Atomi Financial Group sold 6,051 iShares International Dividend Growth ETF shares in Q3 2023, an estimated $375K.
  • Atomi Financial Group first reported a position in iShares International Dividend Growth ETF in Q1 2023 and held it in 2 quarters.
  • Atomi Financial Group's iShares International Dividend Growth ETF position peaked at $375K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2023.

Based on Atomi Financial Group's 13F filing for Q3 2023, filed 9 Nov 2023.