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ShoreHaven Wealth Partners’s iShares International Dividend Growth ETF IGRO Stock Holding History

ShoreHaven Wealth Partners’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 		$576K Buy
6,555
+62
+1% +$5.43K 0.18% 69
2026
Q1 		$544K Sell
6,493
-1,360
-17% -$117K 0.2% 71
2025
Q4 		$650K Sell
7,853
-9,525
-55% -$771K 0.23% 63
2025
Q3 		$1.38M Sell
17,378
-8,016
-32% -$630K 0.51% 40
2025
Q2 		$2M Sell
25,394
-398
-2% -$30.1K 0.82% 33
2025
Q1 		$1.87M Sell
25,792
-1,141
-4% -$80.8K 0.89% 28
2024
Q4 		$1.83M Buy
26,933
+1,289
+5% +$91.9K 0.86% 26
2024
Q3 		$1.91M Sell
25,644
-1,584
-6% -$112K 0.92% 27
2024
Q2 		$1.84M Sell
27,228
-2,271
-8% -$152K 0.96% 26
2024
Q1 		$1.99M Buy
29,499
+730
+3% +$47.8K 1.09% 23
2023
Q4 		$1.86M Sell
28,769
-52
-0.2% -$3.15K 1.13% 22
2023
Q3 		$1.71M Sell
28,821
-712
-2% -$43.9K 1.18% 23
2023
Q2 		$1.83M Sell
29,533
-527
-2% -$32.6K 1.23% 23
2023
Q1 		$1.82M Buy
30,060
+523
+2% +$31.5K 1.28% 23
2022
Q4 		$1.7M Buy
29,537
+823
+3% +$45.2K 1.2% 23
2022
Q3 		$1.45M Buy
28,714
+626
+2% +$35.2K 1.11% 23
2022
Q2 		$1.61M Buy
28,088
+12,455
+80% +$760K 1.16% 24
2022
Q1 		$1.02M Buy
+15,633
New +$1.03M 0.54% 39

Other funds holding IGRO

TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SFS
Security Financial Services Fort Wayne, Indiana $721M AUM 22.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return