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

GeoWealth 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
2025
Q4 		– Sell
-4,168
Closed -$332K – 796
2025
Q3 		$332K Buy
+4,168
New +$328K 0.01% 556

Other funds holding IGRO

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

GeoWealth Management's IGRO Position: Q4 2025 in Review

GeoWealth Management sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2025, closing a stake of 4,168 shares — an estimated $332K sold.

GeoWealth Management first reported a position in IGRO in Q3 2025 and held it in 1 quarter. The position peaked at $332K in Q3 2025. 206 funds tracked by Wall St. Rank hold IGRO as of Q4 2025.

  • GeoWealth Management reported no remaining iShares International Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
  • GeoWealth Management sold 4,168 iShares International Dividend Growth ETF shares in Q4 2025, an estimated $332K.
  • GeoWealth Management first reported a position in iShares International Dividend Growth ETF in Q3 2025 and held it in 1 quarter.
  • GeoWealth Management's iShares International Dividend Growth ETF position peaked at $332K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2025.

Based on GeoWealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.