Sweeney & Michel’s iShares International Dividend Growth ETF IGRO Stock Holding History

Sweeney & Michel’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 Q1	$1.11M	Sell	12,659 -90	-0.7%	-$7.72K	0.33%	50
2025 Q4	$1.14M	Buy	12,749 +66	+0.5%	+$5.34K	0.34%	51
2025 Q3	$998K	Buy	12,683 +57	+0.5%	+$4.48K	0.34%	51
2025 Q2	$984K	Sell	12,626 -750	-6%	-$56.7K	0.35%	51
2025 Q1	$887K	Buy	+13,376	New	+$947K	0.39%	45
2024 Q3	$998K	Buy	13,528 +60	+0.4%	+$4.25K	0.39%	46
2024 Q2	$920K	Buy	13,468 +107	+0.8%	+$7.16K	0.39%	45
2024 Q1	$908K	Buy	+13,361	New	+$875K	0.4%	43
2023 Q3	$772K	Buy	13,133 +82	+0.6%	+$5.06K	0.4%	45
2023 Q2	$813K	Buy	13,051 +234	+2%	+$14.5K	0.42%	42
2023 Q1	$796K	Buy	+12,817	New	+$771K	0.42%	43

Other funds holding IGRO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return