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

Pine Harbor 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 Q1	$1.05M	Hold	12,589	–	–	0.32%	33
2025 Q4	$1.04M	Sell	12,589 -172	-1%	-$13.9K	0.32%	35
2025 Q3	$1.02M	Sell	12,761 -28	-0.2%	-$2.2K	0.33%	35
2025 Q2	$1.01M	Sell	12,789 -65	-0.5%	-$4.92K	0.35%	35
2025 Q1	$931K	Sell	12,854 -644	-5%	-$45.6K	0.37%	34
2024 Q4	$917K	Sell	13,498 -581	-4%	-$41.4K	0.37%	34
2024 Q3	$1.05M	Sell	14,079 -39	-0.3%	-$2.77K	0.52%	34
2024 Q2	$952K	Sell	14,118 -465	-3%	-$31.1K	0.56%	32
2024 Q1	$982K	Buy	14,583 +1,002	+7%	+$65.6K	0.62%	32
2023 Q4	$877K	Buy	+13,581	New	+$822K	0.67%	29

Other funds holding IGRO

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return