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

Kingswood 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
Q2 		$875K Buy
9,948
+450
+5% +$39.4K 0.04% 441
2026
Q1 		$796K Buy
9,498
+1,514
+19% +$130K 0.04% 426
2025
Q4 		$661K Buy
+7,984
New +$646K 0.03% 446

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Kingswood Wealth Advisors's IGRO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares International Dividend Growth ETF (IGRO) stake by 4.7% in Q2 2026, buying an estimated $39.4K and bringing the position to 9,948 shares worth $875K. The position accounts for 0.04% of the portfolio, ranked #441.

Kingswood Wealth Advisors first reported a position in IGRO in Q4 2025 and has held it in 3 quarters since. 224 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

  • Kingswood Wealth Advisors held 9,948 shares of iShares International Dividend Growth ETF worth $875K as of Q2 2026.
  • Kingswood Wealth Advisors bought 450 iShares International Dividend Growth ETF shares in Q2 2026, an estimated $39.4K.
  • iShares International Dividend Growth ETF made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #441 holding.
  • Kingswood Wealth Advisors first reported a position in iShares International Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.