Icon Wealth Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Icon Wealth Advisors’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	$656K	Buy	7,652 +1	+0%	+$86	0.04%	228
2025 Q4	$633K	Sell	7,651 -1	-0%	-$81	0.04%	232
2025 Q3	$610K	Sell	7,652 -2,265	-23%	-$178K	0.04%	238
2025 Q2	$782K	Buy	9,917 +2,265	+30%	+$171K	0.06%	199
2025 Q1	$554K	Hold	7,652	–	–	0.05%	207
2024 Q4	$520K	Sell	7,652 -403	-5%	-$28.7K	0.04%	213
2024 Q3	$601K	Hold	8,055	–	–	0.05%	190
2024 Q2	$569K	Sell	8,055 -26	-0.3%	-$1.74K	0.05%	194
2024 Q1	$544K	Sell	8,081 -60	-0.7%	-$3.93K	0.05%	195
2023 Q4	$526K	Buy	+8,141	New	+$493K	0.05%	183
2022 Q4	$223K	Buy	3,863 +12	+0.3%	+$659	0.03%	293
2022 Q3	$195K	Buy	+3,851	New	+$217K	0.02%	296

Other funds holding IGRO

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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