ICA Group Wealth Management’s iShares International Dividend Growth ETF IGRO Stock Holding History

ICA Group 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
2024 Q2	–	Sell	-1,049	Closed	-$70.7K	–	1028
2024 Q1	$70.7K	Sell	1,049 -69	-6%	-$4.52K	0.01%	481
2023 Q4	$72.2K	Buy	+1,118	New	+$67.7K	0.02%	432
2023 Q3	–	Sell	-1,128	Closed	-$70K	–	682
2023 Q2	$70K	Buy	+1,128	New	+$69.8K	0.02%	416
2023 Q1	–	Sell	-792	Closed	-$45.6K	–	1324
2022 Q4	$45.6K	Buy	+792	New	+$43.5K	0.01%	533

Other funds holding IGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ICA Group Wealth Management's IGRO Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares International Dividend Growth ETF (IGRO) in Q2 2024, closing a stake of 1,049 shares — an estimated $70.7K sold.

ICA Group Wealth Management first reported a position in IGRO in Q4 2022 and held it in 4 quarters. The position peaked at $72.2K in Q4 2023. 167 funds tracked by Wall St. Rank hold IGRO as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares International Dividend Growth ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 1,049 iShares International Dividend Growth ETF shares in Q2 2024, an estimated $70.7K.
ICA Group Wealth Management first reported a position in iShares International Dividend Growth ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's iShares International Dividend Growth ETF position peaked at $72.2K in Q4 2023.
167 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.