JP Morgan Private Wealth Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

JP Morgan Private 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
2023 Q3	$605K	Sell	10,203 -35	-0.3%	-$2.16K	﹤0.01%	1166
2023 Q2	$635K	Buy	10,238 +26	+0.3%	+$1.61K	﹤0.01%	938
2023 Q1	$619K	Buy	10,212 +198	+2%	+$11.9K	﹤0.01%	1385
2022 Q4	$577K	Hold	10,014	–	–	﹤0.01%	1409
2022 Q3	$507K	Sell	10,014 -773	-7%	-$43.5K	﹤0.01%	1447
2022 Q2	$618K	Sell	10,787 -9,178	-46%	-$560K	﹤0.01%	1372
2022 Q1	$1.3M	Sell	19,965 -7,651	-28%	-$506K	﹤0.01%	1087
2021 Q4	$1.87M	Sell	27,616 -5,112	-16%	-$342K	﹤0.01%	937
2021 Q3	$2.14M	Hold	32,728	–	–	0.01%	872
2021 Q2	$2.21M	Buy	32,728 +15,058	+85%	+$1.02M	0.01%	834
2021 Q1	$1.15M	Sell	17,670 -15,058	-46%	-$969K	﹤0.01%	978
2020 Q4	$2.06M	Buy	32,728 +18,039	+123%	+$1.06M	0.01%	717
2020 Q3	$802K	Buy	+14,689	New	+$808K	﹤0.01%	972

Other funds holding IGRO

VAS

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's IGRO Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares International Dividend Growth ETF (IGRO) stake by 0.34% in Q3 2023, selling an estimated $2.16K and leaving 10,203 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

JP Morgan Private Wealth Advisors first reported a position in IGRO in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.21M in Q2 2021. 142 funds tracked by Wall St. Rank hold IGRO as of Q3 2023.

JP Morgan Private Wealth Advisors held 10,203 shares of iShares International Dividend Growth ETF worth $605K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 35 iShares International Dividend Growth ETF shares in Q3 2023, an estimated $2.16K.
iShares International Dividend Growth ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1166 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares International Dividend Growth ETF in Q3 2020 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's iShares International Dividend Growth ETF position peaked at $2.21M in Q2 2021.
142 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.