Jones Financial Companies
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Jones Financial Companies’s iShares International Dividend Growth ETF IGRO Stock Holding History

Jones Financial Companies’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 		$4.06M Buy
50,055
+5,890
+13% +$505K ﹤0.01% 1153
2025
Q4 		$3.66M Buy
44,165
+5,655
+15% +$458K ﹤0.01% 743
2025
Q3 		$3.03M Sell
38,510
-174
-0.4% -$13.7K ﹤0.01% 729
2025
Q2 		$3.04M Buy
38,684
+24,607
+175% +$1.86M ﹤0.01% 647
2025
Q1 		$1.02M Buy
14,077
+5,211
+59% +$369K ﹤0.01% 847
2024
Q4 		$603K Buy
+8,866
New +$632K ﹤0.01% 923

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