KBFS
IGRO icon

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

Kohmann Bosshard 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
2026
Q2 		$1.22M Buy
13,853
+1,007
+8% +$88.1K 0.1% 71
2026
Q1 		$1.08M Hold
12,846
– – 0.1% 79
2025
Q4 		$1.06M Sell
12,846
-74
-0.6% -$5.99K 0.1% 92
2025
Q3 		$1.03M Sell
12,920
-15,561
-55% -$1.22M 0.11% 87
2025
Q2 		$2.25M Hold
28,481
– – 0.25% 43
2025
Q1 		$2.06M Hold
28,481
– – 0.24% 43
2024
Q4 		$1.94M Sell
28,481
-709
-2% -$50.5K 0.23% 49
2024
Q3 		$2.18M Hold
29,190
– – 0.27% 47
2024
Q2 		$1.97M Hold
29,190
– – 0.26% 49
2024
Q1 		$1.97M Sell
29,190
-500
-2% -$32.7K 0.27% 53
2023
Q4 		$1.92M Sell
29,690
-75
-0.3% -$4.54K 0.29% 53
2023
Q3 		$1.77M Hold
29,765
– – 0.3% 52
2023
Q2 		$1.85M Hold
29,765
– – 0.32% 51
2023
Q1 		$1.8M Sell
29,765
-223
-0.7% -$13.4K 0.34% 47
2022
Q4 		$1.73M Buy
29,988
+14,370
+92% +$790K 0.34% 48
2022
Q3 		$791K Buy
+15,618
New +$878K 0.18% 65

Other funds holding IGRO

TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return