Cornerstone Planning Group’s iShares International Dividend Growth ETF IGRO Stock Holding History

Cornerstone Planning Group’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	$11.9K	Buy	136 +1	+0.7%	+$86	﹤0.01%	852
2025 Q4	$11.6K	Buy	135 +1	+0.7%	+$81	﹤0.01%	756
2025 Q3	$10.7K	Buy	134 +1	+0.8%	+$79	﹤0.01%	761
2025 Q2	$10.3K	Sell	133 -196	-60%	-$14.8K	﹤0.01%	553
2025 Q1	$24.2K	Buy	+329	New	+$23.3K	0.01%	370
2024 Q3	–	Sell	-42	Closed	-$2.81K	–	1327
2024 Q2	$2.81K	Buy	+42	New	+$2.81K	﹤0.01%	697
2023 Q3	–	Sell	-106	Closed	-$6.57K	–	1255
2023 Q2	$6.57K	Buy	+106	New	+$6.56K	﹤0.01%	799
2022 Q4	$19.6K	Buy	+321	New	+$17.6K	0.01%	443

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