Sax Wealth Advisors
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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
Q3 		$600K Hold
6,764
– – 0.02% 396
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

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
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
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 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

Sax Wealth Advisors's IGRO Position: Q3 2026 in Review

Sax Wealth Advisors held its iShares International Dividend Growth ETF (IGRO) position steady in Q3 2026 at 6,764 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #396.

Sax Wealth Advisors first reported a position in IGRO in Q1 2025 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold IGRO as of Q3 2026.

  • Sax Wealth Advisors held 6,764 shares of iShares International Dividend Growth ETF worth $600K as of Q3 2026.
  • Sax Wealth Advisors left its iShares International Dividend Growth ETF share count unchanged in Q3 2026.
  • iShares International Dividend Growth ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #396 holding.
  • Sax Wealth Advisors first reported a position in iShares International Dividend Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.