LWA
IGRO icon

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
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

TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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