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

LifeGoal 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 Q3	$2.56M	Buy	28,894 +33	+0.1%	+$3.01K	0.78%	30
2026 Q2	$2.54M	Buy	28,861 +4,973	+21%	+$435K	1.16%	16
2026 Q1	$2.02M	Buy	23,888 +3,546	+17%	+$304K	1.16%	16
2025 Q4	$1.76M	Buy	20,342 +3,894	+24%	+$315K	1.17%	18
2025 Q3	$1.31M	Sell	16,448 -1,759	-10%	-$138K	1.09%	21
2025 Q2	$1.44M	Buy	18,207 +2,950	+19%	+$223K	1.36%	21
2025 Q1	$1.11M	Sell	15,257 -24,438	-62%	-$1.73M	1.19%	25
2024 Q4	$2.7M	Buy	+39,695	New	+$2.83M	2.93%	10

Other funds holding IGRO

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LifeGoal Wealth Advisors's IGRO Position: Q3 2026 in Review

LifeGoal Wealth Advisors increased its iShares International Dividend Growth ETF (IGRO) stake by 0.11% in Q3 2026, buying an estimated $3.01K and bringing the position to 28,894 shares worth $2.56M. The position accounts for 0.78% of the portfolio, ranked #30.

LifeGoal Wealth Advisors first reported a position in IGRO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.7M in Q4 2024. 16 funds tracked by Wall St. Rank hold IGRO as of Q3 2026.

LifeGoal Wealth Advisors held 28,894 shares of iShares International Dividend Growth ETF worth $2.56M as of Q3 2026.
LifeGoal Wealth Advisors bought 33 iShares International Dividend Growth ETF shares in Q3 2026, an estimated $3.01K.
iShares International Dividend Growth ETF made up 0.78% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #30 holding.
LifeGoal Wealth Advisors first reported a position in iShares International Dividend Growth ETF in Q4 2024 and has held it in 8 quarters since.
LifeGoal Wealth Advisors's iShares International Dividend Growth ETF position peaked at $2.7M in Q4 2024.
16 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.