Oak Barrel Wealth Advisory’s iShares International Dividend Growth ETF IGRO Stock Holding History

Oak Barrel Wealth Advisory’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 Q4	$216K	Buy	+2,611	New	+$211K	0.13%	75

Other funds holding IGRO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Oak Barrel Wealth Advisory's IGRO Position: Q4 2025 in Review

Oak Barrel Wealth Advisory opened a new position in iShares International Dividend Growth ETF (IGRO) in Q4 2025: 2,611 shares worth $216K. The stake represents 0.13% of the portfolio and ranks #75 among its holdings.

206 funds tracked by Wall St. Rank hold IGRO as of Q4 2025.

Oak Barrel Wealth Advisory held 2,611 shares of iShares International Dividend Growth ETF worth $216K as of Q4 2025.
iShares International Dividend Growth ETF was a new Oak Barrel Wealth Advisory position in Q4 2025.
iShares International Dividend Growth ETF made up 0.13% of Oak Barrel Wealth Advisory's portfolio in Q4 2025, its #75 holding.
206 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2025.

Based on Oak Barrel Wealth Advisory's 13F filing for Q4 2025, filed 7 May 2026.