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Elevation Wealth Management’s iShares International Dividend Growth ETF IGRO Stock Holding History

Elevation Wealth Management’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 		$212K Buy
2,413
+4
+0.2% +$350 0.16% 142
2026
Q1 		$202K Buy
+2,409
New +$207K 0.19% 137

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

Elevation Wealth Management's IGRO Position: Q2 2026 in Review

Elevation Wealth Management increased its iShares International Dividend Growth ETF (IGRO) stake by 0.17% in Q2 2026, buying an estimated $350 and bringing the position to 2,413 shares worth $212K. The position accounts for 0.16% of the portfolio, ranked #142.

Elevation Wealth Management first reported a position in IGRO in Q1 2026 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

  • Elevation Wealth Management held 2,413 shares of iShares International Dividend Growth ETF worth $212K as of Q2 2026.
  • Elevation Wealth Management bought 4 iShares International Dividend Growth ETF shares in Q2 2026, an estimated $350.
  • iShares International Dividend Growth ETF made up 0.16% of Elevation Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Elevation Wealth Management first reported a position in iShares International Dividend Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.