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Gladstone Institutional Advisory’s iShares International Dividend Growth ETF IGRO Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-15,450
Closed -$1.05M – 735
2024
Q4 		$1.05M Buy
+15,450
New +$1.1M 0.05% 323

Other funds holding IGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Gladstone Institutional Advisory's IGRO Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2025, closing a stake of 15,450 shares — an estimated $1.05M sold.

Gladstone Institutional Advisory first reported a position in IGRO in Q4 2024 and held it in 1 quarter. The position peaked at $1.05M in Q4 2024. 189 funds tracked by Wall St. Rank hold IGRO as of Q1 2025.

  • Gladstone Institutional Advisory reported no remaining iShares International Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 15,450 iShares International Dividend Growth ETF shares in Q1 2025, an estimated $1.05M.
  • Gladstone Institutional Advisory first reported a position in iShares International Dividend Growth ETF in Q4 2024 and held it in 1 quarter.
  • Gladstone Institutional Advisory's iShares International Dividend Growth ETF position peaked at $1.05M in Q4 2024.
  • 189 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.