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Capital Analysts LLC’s iShares International Dividend Growth ETF IGRO Stock Holding History

Capital Analysts LLC’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 		$3.02M Buy
34,287
+2,436
+8% +$213K 0.07% 216
2026
Q1 		$2.67M Buy
31,851
+6,295
+25% +$540K 0.07% 224
2025
Q4 		$2.12M Buy
25,556
+4,981
+24% +$403K 0.06% 231
2025
Q3 		$1.64M Buy
20,575
+5,112
+33% +$402K 0.05% 246
2025
Q2 		$1.22M Buy
15,463
+4,844
+46% +$366K 0.04% 259
2025
Q1 		$769K Buy
10,619
+4,121
+63% +$292K 0.03% 301
2024
Q4 		$442K Buy
6,498
+1,238
+24% +$88.2K 0.02% 348
2024
Q3 		$392K Buy
5,260
+968
+23% +$68.6K 0.02% 363
2024
Q2 		$289K Buy
4,292
+258
+6% +$17.3K 0.01% 402
2024
Q1 		$272K Buy
4,034
+695
+21% +$45.5K 0.01% 389
2023
Q4 		$216K Buy
3,339
+2,731
+449% +$165K 0.01% 408
2023
Q3 		$36K Buy
+608
New +$37.5K ﹤0.01% 677
2021
Q2 		– Sell
-710
Closed -$46K – 1008
2021
Q1 		$46K Buy
+710
New +$45.7K ﹤0.01% 596

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Capital Analysts LLC's IGRO Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares International Dividend Growth ETF (IGRO) stake by 7.6% in Q2 2026, buying an estimated $213K and bringing the position to 34,287 shares worth $3.02M. The position accounts for 0.07% of the portfolio, ranked #216.

Capital Analysts LLC first reported a position in IGRO in Q1 2021 and has held it in 13 quarters since. 224 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

  • Capital Analysts LLC held 34,287 shares of iShares International Dividend Growth ETF worth $3.02M as of Q2 2026.
  • Capital Analysts LLC bought 2,436 iShares International Dividend Growth ETF shares in Q2 2026, an estimated $213K.
  • iShares International Dividend Growth ETF made up 0.07% of Capital Analysts LLC's portfolio in Q2 2026, its #216 holding.
  • Capital Analysts LLC first reported a position in iShares International Dividend Growth ETF in Q1 2021 and has held it in 13 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.