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

Golden State 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
Q1 		$4.44K Sell
53
-26,508
-100% -$2.27M ﹤0.01% 1232
2025
Q4 		$2.2M Buy
26,561
+2,807
+12% +$227K 0.23% 84
2025
Q3 		$1.89M Buy
23,754
+2,091
+10% +$164K 0.21% 93
2025
Q2 		$1.71M Buy
21,663
+1,441
+7% +$109K 0.21% 92
2025
Q1 		$1.46M Buy
20,222
+19,924
+6,686% +$1.41M 0.22% 88
2024
Q4 		$20.3K Buy
+298
New +$21.2K ﹤0.01% 765

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return