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Swan Capital’s iShares International Dividend Growth ETF IGRO Stock Holding History

Swan Capital’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
2024
Q4 		– Sell
-579
Closed -$43.2K – 401
2024
Q3 		$43.2K Buy
+579
New +$41K 0.02% 77

Other funds holding IGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Swan Capital's IGRO Position: Q4 2024 in Review

Swan Capital sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2024, closing a stake of 579 shares — an estimated $43.2K sold.

Swan Capital first reported a position in IGRO in Q3 2024 and held it in 1 quarter. The position peaked at $43.2K in Q3 2024. 185 funds tracked by Wall St. Rank hold IGRO as of Q4 2024.

  • Swan Capital reported no remaining iShares International Dividend Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Swan Capital sold 579 iShares International Dividend Growth ETF shares in Q4 2024, an estimated $43.2K.
  • Swan Capital first reported a position in iShares International Dividend Growth ETF in Q3 2024 and held it in 1 quarter.
  • Swan Capital's iShares International Dividend Growth ETF position peaked at $43.2K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2024.

Based on Swan Capital's 13F filing for Q4 2024, filed 25 Feb 2025.