Security Financial Services’s iShares International Dividend Growth ETF IGRO Stock Holding History

Security Financial Services’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	$505K	Sell	5,743 -157	-3%	-$13.7K	0.07%	136
2026 Q1	$494K	Buy	5,900 +123	+2%	+$10.5K	0.08%	133
2025 Q4	$478K	Sell	5,777 -893	-13%	-$72.3K	0.08%	132
2025 Q3	$531K	Buy	6,670 +2,791	+72%	+$219K	0.09%	118
2025 Q2	$306K	Sell	3,879 -814	-17%	-$61.6K	0.05%	162
2025 Q1	$340K	Buy	4,693 +78	+2%	+$5.52K	0.07%	133
2024 Q4	$314K	Sell	4,615 -186	-4%	-$13.3K	0.06%	128
2024 Q3	$358K	Buy	+4,801	New	+$340K	0.07%	116
2024 Q2	–	Sell	-3,254	Closed	-$219K	–	174
2024 Q1	$219K	Buy	3,254 +134	+4%	+$8.78K	0.05%	175
2023 Q4	$201K	Buy	+3,120	New	+$189K	0.05%	163

Other funds holding IGRO

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return