Orgel Wealth Management
IGRO icon

Orgel Wealth Management’s iShares International Dividend Growth ETF IGRO Stock Holding History

Orgel Wealth Management’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 		$461K Buy
5,191
+296
+6% +$27K 0.01% 84
2026
Q2 		$430K Buy
4,895
+1,537
+46% +$135K 0.01% 89
2026
Q1 		$281K Buy
+3,358
New +$288K 0.01% 88

Other funds holding IGRO

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
TA
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
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Sax Wealth Advisors
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
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Orgel Wealth Management's IGRO Position: Q3 2026 in Review

Orgel Wealth Management increased its iShares International Dividend Growth ETF (IGRO) stake by 6% in Q3 2026, buying an estimated $27K and bringing the position to 5,191 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #84.

Orgel Wealth Management first reported a position in IGRO in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold IGRO as of Q3 2026.

  • Orgel Wealth Management held 5,191 shares of iShares International Dividend Growth ETF worth $461K as of Q3 2026.
  • Orgel Wealth Management bought 296 iShares International Dividend Growth ETF shares in Q3 2026, an estimated $27K.
  • iShares International Dividend Growth ETF made up 0.01% of Orgel Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Orgel Wealth Management first reported a position in iShares International Dividend Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2026.

Based on Orgel Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.