SageView Advisory Group’s iShares International Dividend Growth ETF IGRO Stock Holding History

SageView Advisory Group’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	$4.8K	Buy	+58	New	+$4.69K	﹤0.01%	1985
2024 Q2	–	Sell	-71,428	Closed	-$5.55M	–	617
2024 Q1	$5.55M	Buy	+71,428	New	+$4.68M	0.28%	48

Other funds holding IGRO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

SageView Advisory Group's IGRO Position: Q4 2025 in Review

SageView Advisory Group opened a new position in iShares International Dividend Growth ETF (IGRO) in Q4 2025: 58 shares worth $4.8K. The stake represents ﹤0.01% of the portfolio and ranks #1985 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in IGRO as recently as Q1 2024.

SageView Advisory Group first reported a position in IGRO in Q1 2024 and has held it in 2 quarters since. The position peaked at $5.55M in Q1 2024. 207 funds tracked by Wall St. Rank hold IGRO as of Q4 2025.

SageView Advisory Group held 58 shares of iShares International Dividend Growth ETF worth $4.8K as of Q4 2025.
iShares International Dividend Growth ETF was a new SageView Advisory Group position in Q4 2025.
iShares International Dividend Growth ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1985 holding.
SageView Advisory Group first reported a position in iShares International Dividend Growth ETF in Q1 2024 and has held it in 2 quarters since.
SageView Advisory Group's iShares International Dividend Growth ETF position peaked at $5.55M in Q1 2024.
207 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.