Sax Wealth Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Sax Wealth 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 Q2	$567K	Sell	6,764 -96	-1%	-$8.4K	0.02%	314
2026 Q1	$568K	Hold	6,860	–	–	0.03%	270
2025 Q4	$568K	Hold	6,860	–	–	0.03%	277
2025 Q3	$547K	Hold	6,860	–	–	0.03%	260
2025 Q2	$541K	Buy	6,860 +202	+3%	+$15.3K	0.03%	245
2025 Q1	$482K	Buy	+6,658	New	+$471K	0.03%	227

Other funds holding IGRO

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

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sax Wealth Advisors's IGRO Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares International Dividend Growth ETF (IGRO) stake by 1.4% in Q2 2026, selling an estimated $8.4K and leaving 6,764 shares worth $567K. The position accounts for 0.02% of the portfolio, ranked #314.

Sax Wealth Advisors first reported a position in IGRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $568K in Q1 2026. 224 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

Sax Wealth Advisors held 6,764 shares of iShares International Dividend Growth ETF worth $567K as of Q2 2026.
Sax Wealth Advisors sold 96 iShares International Dividend Growth ETF shares in Q2 2026, an estimated $8.4K.
iShares International Dividend Growth ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #314 holding.
Sax Wealth Advisors first reported a position in iShares International Dividend Growth ETF in Q1 2025 and has held it in 6 quarters since.
Sax Wealth Advisors's iShares International Dividend Growth ETF position peaked at $568K in Q1 2026.
224 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.