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Consolidated Planning Corp’s iShares International Dividend Growth ETF IGRO Stock Holding History

Consolidated Planning Corp’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 		$213K Hold
2,425
– – 0.03% 150
2026
Q1 		$203K Hold
2,425
– – 0.03% 140
2025
Q4 		$201K Buy
+2,425
New +$196K 0.02% 204

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

Consolidated Planning Corp's IGRO Position: Q2 2026 in Review

Consolidated Planning Corp held its iShares International Dividend Growth ETF (IGRO) position steady in Q2 2026 at 2,425 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #150.

Consolidated Planning Corp first reported a position in IGRO in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

  • Consolidated Planning Corp held 2,425 shares of iShares International Dividend Growth ETF worth $213K as of Q2 2026.
  • Consolidated Planning Corp left its iShares International Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares International Dividend Growth ETF made up 0.03% of Consolidated Planning Corp's portfolio in Q2 2026, its #150 holding.
  • Consolidated Planning Corp first reported a position in iShares International Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.