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Perennial Investment Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Perennial Investment 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
Q1 		– Sell
-2,521
Closed -$209K – 541
2025
Q4 		$209K Buy
+2,521
New +$204K 0.02% 460

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perennial Investment Advisors's IGRO Position: Q1 2026 in Review

Perennial Investment Advisors sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2026, closing a stake of 2,521 shares — an estimated $209K sold.

Perennial Investment Advisors first reported a position in IGRO in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 220 funds tracked by Wall St. Rank hold IGRO as of Q1 2026.

  • Perennial Investment Advisors reported no remaining iShares International Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,521 iShares International Dividend Growth ETF shares in Q1 2026, an estimated $209K.
  • Perennial Investment Advisors first reported a position in iShares International Dividend Growth ETF in Q4 2025 and held it in 1 quarter.
  • Perennial Investment Advisors's iShares International Dividend Growth ETF position peaked at $209K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.