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 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%	+$1.21K	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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiduciary Planning's IGRO Position: Q1 2026 in Review

Fiduciary Planning increased its iShares International Dividend Growth ETF (IGRO) stake by 0.07% in Q1 2026, buying an estimated $600 and bringing the position to 10,601 shares worth $888K. The position accounts for 0.27% of the portfolio, ranked #40.

Fiduciary Planning first reported a position in IGRO in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.28M in Q2 2023. 220 funds tracked by Wall St. Rank hold IGRO as of Q1 2026.

Fiduciary Planning held 10,601 shares of iShares International Dividend Growth ETF worth $888K as of Q1 2026.
Fiduciary Planning bought 7 iShares International Dividend Growth ETF shares in Q1 2026, an estimated $600.
iShares International Dividend Growth ETF made up 0.27% of Fiduciary Planning's portfolio in Q1 2026, its #40 holding.
Fiduciary Planning first reported a position in iShares International Dividend Growth ETF in Q4 2022 and has held it in 14 quarters since.
Fiduciary Planning's iShares International Dividend Growth ETF position peaked at $7.28M in Q2 2023.
220 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.