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

Fiduciary Planning’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 		$944K Buy
10,638
+10
+0.1% +$911 0.24% 41
2026
Q2 		$935K Buy
10,628
+27
+0.3% +$2.36K 0.24% 40
2026
Q1 		$888K Buy
10,601
+7
+0.1% +$600 0.27% 40
2025
Q4 		$877K Buy
10,594
+12
+0.1% +$971 0.27% 40
2025
Q3 		$843K Buy
10,582
+10
+0.1% +$786 0.26% 42
2025
Q2 		$834K Buy
10,572
+22
+0.2% +$1.66K 0.28% 41
2025
Q1 		$764K Buy
10,550
+7
+0.1% +$495 0.25% 43
2024
Q4 		$717K Buy
10,543
+9
+0.1% +$641 0.23% 45
2024
Q3 		$786K Buy
10,534
+10
+0.1% +$709 0.27% 38
2024
Q2 		$709K Buy
10,524
+18
+0.2% +$1.2K 0.25% 38
2024
Q1 		$708K Buy
10,506
+8
+0.1% +$524 0.27% 35
2023
Q4 		$678K Sell
10,498
-2,333
-18% -$141K 0.29% 31
2023
Q3 		$761K Sell
12,831
-104,536
-89% -$6.45M 0.36% 43
2023
Q2 		$7.28M Buy
117,367
+1,900
+2% +$118K 3.35% 9
2023
Q1 		$7M Buy
115,467
+2,457
+2% +$148K 3.32% 9
2022
Q4 		$6.51M Buy
+113,010
New +$6.21M 3.16% 9

Other funds holding IGRO

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
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 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
Concord Asset Management (Virginia)
Concord Asset Management (Virginia) Abingdon, Virginia $652M AUM 19.04% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
River's Edge Wealth Management
River's Edge Wealth Management Beaver, Pennsylvania $119M AUM 10.48% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Fiduciary Planning's IGRO Position: Q3 2026 in Review

Fiduciary Planning increased its iShares International Dividend Growth ETF (IGRO) stake by 0.09% in Q3 2026, buying an estimated $911 and bringing the position to 10,638 shares worth $944K. The position accounts for 0.24% of the portfolio, ranked #41.

Fiduciary Planning first reported a position in IGRO in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.28M in Q2 2023. 106 funds tracked by Wall St. Rank hold IGRO as of Q3 2026.

  • Fiduciary Planning held 10,638 shares of iShares International Dividend Growth ETF worth $944K as of Q3 2026.
  • Fiduciary Planning bought 10 iShares International Dividend Growth ETF shares in Q3 2026, an estimated $911.
  • iShares International Dividend Growth ETF made up 0.24% of Fiduciary Planning's portfolio in Q3 2026, its #41 holding.
  • Fiduciary Planning first reported a position in iShares International Dividend Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Fiduciary Planning's iShares International Dividend Growth ETF position peaked at $7.28M in Q2 2023.
  • 106 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.