SIM
IGRO icon

Synergy Investment Management’s iShares International Dividend Growth ETF IGRO Stock Holding History

Synergy Investment Management’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 		$131K Sell
1,493
-238
-14% -$20.8K 0.03% 224
2026
Q1 		$145K Buy
+1,731
New +$148K 0.05% 169
2025
Q4 		– Sell
-3,896
Closed -$310K – 133
2025
Q3 		$310K Buy
3,896
+538
+16% +$42.3K 0.12% 100
2025
Q2 		$265K Sell
3,358
-2,593
-44% -$196K 0.16% 72
2025
Q1 		$431K Buy
5,951
+116
+2% +$8.21K 0.18% 81
2024
Q4 		$396K Buy
+5,835
New +$416K 0.17% 77

Other funds holding IGRO

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Synergy Investment Management's IGRO Position: Q2 2026 in Review

Synergy Investment Management reduced its iShares International Dividend Growth ETF (IGRO) stake by 14% in Q2 2026, selling an estimated $20.8K and leaving 1,493 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #224.

Synergy Investment Management first reported a position in IGRO in Q4 2024 and has held it in 6 quarters since. The position peaked at $431K in Q1 2025. 224 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

  • Synergy Investment Management held 1,493 shares of iShares International Dividend Growth ETF worth $131K as of Q2 2026.
  • Synergy Investment Management sold 238 iShares International Dividend Growth ETF shares in Q2 2026, an estimated $20.8K.
  • iShares International Dividend Growth ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #224 holding.
  • Synergy Investment Management first reported a position in iShares International Dividend Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Synergy Investment Management's iShares International Dividend Growth ETF position peaked at $431K in Q1 2025.
  • 224 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.