Independent Financial Group’s iShares International Dividend Growth ETF IGRO Stock Holding History

Independent Financial Group’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	-3,153	Closed	-$251K	–	1443
2025 Q3	$251K	Sell	3,153 -24	-0.8%	-$1.89K	0.01%	1170
2025 Q2	$251K	Sell	3,177 -1,074	-25%	-$81.3K	0.01%	1110
2025 Q1	$308K	Sell	4,251 -122	-3%	-$8.63K	0.01%	920
2024 Q4	$297K	Buy	4,373 +174	+4%	+$12.4K	0.01%	907
2024 Q3	$313K	Buy	4,199 +834	+25%	+$59.1K	0.01%	864
2024 Q2	$227K	Buy	3,365 +43	+1%	+$2.88K	0.01%	966
2024 Q1	$224K	Sell	3,322 -31	-0.9%	-$2.03K	0.01%	919
2023 Q4	$217K	Buy	+3,353	New	+$203K	0.01%	860
2023 Q3	–	Sell	-3,410	Closed	-$211K	–	921
2023 Q2	$211K	Sell	3,410 -9	-0.3%	-$557	0.01%	799
2023 Q1	$207K	Buy	+3,419	New	+$206K	0.02%	759

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Independent Financial Group's IGRO Position: Q4 2025 in Review

Independent Financial Group sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2025, closing a stake of 3,153 shares — an estimated $251K sold.

Independent Financial Group first reported a position in IGRO in Q1 2023 and held it in 10 quarters. The position peaked at $313K in Q3 2024. 206 funds tracked by Wall St. Rank hold IGRO as of Q4 2025.

Independent Financial Group reported no remaining iShares International Dividend Growth ETF position as of Q4 2025 after selling out during the quarter.
Independent Financial Group sold 3,153 iShares International Dividend Growth ETF shares in Q4 2025, an estimated $251K.
Independent Financial Group first reported a position in iShares International Dividend Growth ETF in Q1 2023 and held it in 10 quarters.
Independent Financial Group's iShares International Dividend Growth ETF position peaked at $313K in Q3 2024.
206 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.