Concurrent Investment Advisors
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Concurrent Investment Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Concurrent Investment Advisors’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
Q3 		$1.8M Buy
+20,315
New +$1.85M 0.01% 866

Other funds holding IGRO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AJ Advisors
AJ Advisors Nashville, Tennessee $312M AUM 14.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Lynx Investment Advisory
Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Concord Wealth Partners
Concord Wealth Partners Abingdon, Virginia $860M AUM 17.87% 1-Year Est. Return

Concurrent Investment Advisors's IGRO Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in iShares International Dividend Growth ETF (IGRO) in Q3 2026: 20,315 shares worth $1.8M. The stake represents 0.01% of the portfolio and ranks #866 among its holdings.

151 funds tracked by Wall St. Rank hold IGRO as of Q3 2026.

  • Concurrent Investment Advisors held 20,315 shares of iShares International Dividend Growth ETF worth $1.8M as of Q3 2026.
  • iShares International Dividend Growth ETF was a new Concurrent Investment Advisors position in Q3 2026.
  • iShares International Dividend Growth ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #866 holding.
  • 151 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.