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Legacy Financial Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Legacy Financial 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
2025
Q2 		– Sell
-3,106
Closed -$225K – 374
2025
Q1 		$225K Sell
3,106
-264
-8% -$18.7K 0.04% 328
2024
Q4 		$229K Sell
3,370
-526
-14% -$37.5K 0.04% 308
2024
Q3 		$291K Sell
3,896
-198
-5% -$14K 0.05% 281
2024
Q2 		$276K Sell
4,094
-187
-4% -$12.5K 0.05% 267
2024
Q1 		$288K Sell
4,281
-69
-2% -$4.52K 0.05% 257
2023
Q4 		$281K Sell
4,350
-9,553
-69% -$578K 0.05% 241
2023
Q3 		$825K Sell
13,903
-569
-4% -$35.1K 0.17% 82
2023
Q2 		$898K Sell
14,472
-115
-0.8% -$7.12K 0.17% 74
2023
Q1 		$884K Sell
14,587
-129
-0.9% -$7.76K 0.18% 68
2022
Q4 		$848K Sell
14,716
-9,616
-40% -$528K 0.18% 68
2022
Q3 		$1.23M Sell
24,332
-17,875
-42% -$1M 0.29% 42
2022
Q2 		$2.42M Buy
42,207
+35,577
+537% +$2.17M 0.6% 18
2022
Q1 		$432K Sell
6,630
-33,270
-83% -$2.2M 0.1% 117
2021
Q4 		$2.71M Sell
39,900
-92,871
-70% -$6.21M 0.62% 18
2021
Q3 		$8.67M Buy
132,771
+5,167
+4% +$349K 2.12% 9
2021
Q2 		$8.6M Buy
127,604
+11,845
+10% +$804K 2.18% 8
2021
Q1 		$7.51M Buy
115,759
+4,283
+4% +$276K 2.06% 8
2020
Q4 		$7.03M Buy
111,476
+9,020
+9% +$530K 1.99% 10
2020
Q3 		$5.6M Sell
102,456
-733
-0.7% -$40.3K 1.71% 11
2020
Q2 		$5.3M Buy
103,189
+41,795
+68% +$2.05M 1.91% 10
2020
Q1 		$2.96M Buy
+61,394
New +$3.37M 1.1% 13
2019
Q2 		– Sell
-408
Closed -$22K – 481
2019
Q1 		$22K Hold
408
– – 0.01% 433
2018
Q4 		$20K Sell
408
-197
-33% -$10.2K 0.01% 411
2018
Q3 		$34K Hold
605
– – 0.01% 295
2018
Q2 		$34K Hold
605
– – 0.01% 293
2018
Q1 		$34K Sell
605
-4
-0.7% -$234 0.01% 291
2017
Q4 		$36K Buy
+609
New +$35.1K 0.01% 287

Other funds holding IGRO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Legacy Financial Advisors's IGRO Position: Q2 2025 in Review

Legacy Financial Advisors sold out of iShares International Dividend Growth ETF (IGRO) in Q2 2025, closing a stake of 3,106 shares — an estimated $225K sold.

Legacy Financial Advisors first reported a position in IGRO in Q4 2017 and held it in 27 quarters. The position peaked at $8.67M in Q3 2021. 209 funds tracked by Wall St. Rank hold IGRO as of Q2 2025.

  • Legacy Financial Advisors reported no remaining iShares International Dividend Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,106 iShares International Dividend Growth ETF shares in Q2 2025, an estimated $225K.
  • Legacy Financial Advisors first reported a position in iShares International Dividend Growth ETF in Q4 2017 and held it in 27 quarters.
  • Legacy Financial Advisors's iShares International Dividend Growth ETF position peaked at $8.67M in Q3 2021.
  • 209 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.