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

Concord Wealth 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 Q2	$7.94M	Sell	90,312 -975	-1%	-$85.3K	0.91%	26
2026 Q1	$7.65M	Buy	91,287 +8,808	+11%	+$755K	0.99%	24
2025 Q4	$6.83M	Buy	82,479 +4,630	+6%	+$375K	0.89%	27
2025 Q3	$6.2M	Buy	77,849 +8,080	+12%	+$635K	0.86%	28
2025 Q2	$5.5M	Buy	69,769 +24,956	+56%	+$1.89M	0.8%	29
2025 Q1	$3.25M	Buy	44,813 +35,272	+370%	+$2.5M	0.53%	47
2024 Q4	$648K	Buy	9,541 +5,214	+120%	+$372K	0.11%	129
2024 Q3	$323K	Buy	4,327 +280	+7%	+$19.8K	0.05%	165
2024 Q2	$273K	Buy	4,047 +1,101	+37%	+$73.7K	0.05%	171
2024 Q1	$198K	Buy	+2,946	New	+$193K	0.04%	211

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

Concord Wealth Partners's IGRO Position: Q2 2026 in Review

Concord Wealth Partners reduced its iShares International Dividend Growth ETF (IGRO) stake by 1.1% in Q2 2026, selling an estimated $85.3K and leaving 90,312 shares worth $7.94M. The position accounts for 0.91% of the portfolio, ranked #26.

Concord Wealth Partners first reported a position in IGRO in Q1 2024 and has held it in 10 quarters since. 224 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

Concord Wealth Partners held 90,312 shares of iShares International Dividend Growth ETF worth $7.94M as of Q2 2026.
Concord Wealth Partners sold 975 iShares International Dividend Growth ETF shares in Q2 2026, an estimated $85.3K.
iShares International Dividend Growth ETF made up 0.91% of Concord Wealth Partners's portfolio in Q2 2026, its #26 holding.
Concord Wealth Partners first reported a position in iShares International Dividend Growth ETF in Q1 2024 and has held it in 10 quarters since.
224 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.