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 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 $1.66T 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 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 $1.47T AUM 27.86% 1-Year Est. Return