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Kelly Financial Services’s iShares International Dividend Growth ETF IGRO Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-356
Closed -$24K – 401
2024
Q2 		$24K Buy
356
+43
+14% +$2.88K 0.01% 309
2024
Q1 		$21.1K Buy
313
+165
+111% +$10.8K 0.01% 318
2023
Q4 		$9.56K Buy
+148
New +$8.96K ﹤0.01% 406

Other funds holding IGRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Kelly Financial Services's IGRO Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2024, closing a stake of 356 shares — an estimated $24K sold.

Kelly Financial Services first reported a position in IGRO in Q4 2023 and held it in 3 quarters. The position peaked at $24K in Q2 2024. 180 funds tracked by Wall St. Rank hold IGRO as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares International Dividend Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 356 iShares International Dividend Growth ETF shares in Q3 2024, an estimated $24K.
  • Kelly Financial Services first reported a position in iShares International Dividend Growth ETF in Q4 2023 and held it in 3 quarters.
  • Kelly Financial Services's iShares International Dividend Growth ETF position peaked at $24K in Q2 2024.
  • 180 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.