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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

Other funds holding IGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit X LLC's IGRO Position: Q3 2025 in Review

Summit X LLC sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2025, closing a stake of 10,969 shares — an estimated $865K sold.

Summit X LLC first reported a position in IGRO in Q1 2023 and held it in 10 quarters. The position peaked at $1.05M in Q1 2025. 205 funds tracked by Wall St. Rank hold IGRO as of Q3 2025.

  • Summit X LLC reported no remaining iShares International Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 10,969 iShares International Dividend Growth ETF shares in Q3 2025, an estimated $865K.
  • Summit X LLC first reported a position in iShares International Dividend Growth ETF in Q1 2023 and held it in 10 quarters.
  • Summit X LLC's iShares International Dividend Growth ETF position peaked at $1.05M in Q1 2025.
  • 205 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.