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Avior Wealth Management’s iShares International Dividend Growth ETF IGRO Stock Holding History

Avior Wealth Management’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
-216
Closed -$13.4K – 1639
2023
Q2 		$13.4K Sell
216
-836
-79% -$51.7K ﹤0.01% 982
2023
Q1 		$63.8K Buy
+1,052
New +$63.3K ﹤0.01% 722

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

Avior Wealth Management's IGRO Position: Q3 2023 in Review

Avior Wealth Management sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2023, closing a stake of 216 shares — an estimated $13.4K sold.

Avior Wealth Management first reported a position in IGRO in Q1 2023 and held it in 2 quarters. The position peaked at $63.8K in Q1 2023. 142 funds tracked by Wall St. Rank hold IGRO as of Q3 2023.

  • Avior Wealth Management reported no remaining iShares International Dividend Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Avior Wealth Management sold 216 iShares International Dividend Growth ETF shares in Q3 2023, an estimated $13.4K.
  • Avior Wealth Management first reported a position in iShares International Dividend Growth ETF in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's iShares International Dividend Growth ETF position peaked at $63.8K in Q1 2023.
  • 142 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2023.

Based on Avior Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.