SXL
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Summit X LLC’s iShares International Dividend Growth ETF IGRO Stock Holding History

Summit X LLC’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
Q3 		– Sell
-10,969
Closed -$865K – 112
2025
Q2 		$865K Sell
10,969
-3,594
-25% -$272K 0.16% 106
2025
Q1 		$1.05M Buy
14,563
+633
+5% +$44.8K 0.22% 90
2024
Q4 		$947K Sell
13,930
-220
-2% -$15.7K 0.21% 85
2024
Q3 		$954K Sell
14,150
-1,194
-8% -$84.6K 0.23% 85
2024
Q2 		$1.04M Buy
15,344
+1,333
+10% +$89.2K 0.23% 84
2024
Q1 		$944K Sell
14,011
-258
-2% -$16.9K 0.24% 86
2023
Q4 		$921K Buy
14,269
+1,532
+12% +$92.7K 0.26% 76
2023
Q3 		$755K Sell
12,737
-1,095
-8% -$67.6K 0.24% 82
2023
Q2 		$858K Sell
13,832
-553
-4% -$34.2K 0.21% 100
2023
Q1 		$872K Buy
+14,385
New +$865K 0.23% 93

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Commonwealth Equity Services
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
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VAS
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return