Cerity Partners
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Cerity Partners’s iShares International Dividend Growth ETF IGRO Stock Holding History

Cerity Partners’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
Q1 		$218K Buy
+2,600
New +$223K ﹤0.01% 2829
2025
Q4 		– Sell
-2,600
Closed -$207K – 2952
2025
Q3 		$207K Buy
+2,600
New +$204K ﹤0.01% 2489

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners's IGRO Position: Q1 2026 in Review

Cerity Partners opened a new position in iShares International Dividend Growth ETF (IGRO) in Q1 2026: 2,600 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #2829 among its holdings. This is a return to the name: Cerity Partners previously reported a position in IGRO as recently as Q3 2025.

Cerity Partners first reported a position in IGRO in Q3 2025 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold IGRO as of Q1 2026.

  • Cerity Partners held 2,600 shares of iShares International Dividend Growth ETF worth $218K as of Q1 2026.
  • iShares International Dividend Growth ETF was a new Cerity Partners position in Q1 2026.
  • iShares International Dividend Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2829 holding.
  • Cerity Partners first reported a position in iShares International Dividend Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.