ORG Partners’s iShares International Dividend Growth ETF IGRO Stock Holding History

ORG Partners’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 Q1	–	Sell	-8,213	Closed	-$558K	–	1493
2024 Q4	$558K	Hold	8,213	–	–	0.08%	169
2024 Q3	$613K	Hold	8,213	–	–	0.1%	146
2024 Q2	$554K	Buy	+8,213	New	+$550K	0.07%	231
2024 Q1	–	Sell	-9,261	Closed	-$598K	–	774
2023 Q4	$598K	Buy	+9,261	New	+$560K	0.1%	163
2023 Q3	–	Sell	-9,261	Closed	-$575K	–	1480
2023 Q2	$575K	Buy	+9,261	New	+$573K	0.09%	193

Other funds holding IGRO

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

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

ORG Partners's IGRO Position: Q1 2025 in Review

ORG Partners sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2025, closing a stake of 8,213 shares — an estimated $558K sold.

ORG Partners first reported a position in IGRO in Q2 2023 and held it in 5 quarters. The position peaked at $613K in Q3 2024. 189 funds tracked by Wall St. Rank hold IGRO as of Q1 2025.

ORG Partners reported no remaining iShares International Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 8,213 iShares International Dividend Growth ETF shares in Q1 2025, an estimated $558K.
ORG Partners first reported a position in iShares International Dividend Growth ETF in Q2 2023 and held it in 5 quarters.
ORG Partners's iShares International Dividend Growth ETF position peaked at $613K in Q3 2024.
189 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.