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TCWP’s iShares International Dividend Growth ETF IGRO Stock Holding History

TCWP’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
2022
Q2 		– Sell
-4,997
Closed -$325K – 956
2022
Q1 		$325K Buy
+4,997
New +$330K 0.06% 205

Other funds holding IGRO

VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TCWP's IGRO Position: Q2 2022 in Review

TCWP sold out of iShares International Dividend Growth ETF (IGRO) in Q2 2022, closing a stake of 4,997 shares — an estimated $325K sold.

TCWP first reported a position in IGRO in Q1 2022 and held it in 1 quarter. The position peaked at $325K in Q1 2022. 107 funds tracked by Wall St. Rank hold IGRO as of Q2 2022.

  • TCWP reported no remaining iShares International Dividend Growth ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 4,997 iShares International Dividend Growth ETF shares in Q2 2022, an estimated $325K.
  • TCWP first reported a position in iShares International Dividend Growth ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's iShares International Dividend Growth ETF position peaked at $325K in Q1 2022.
  • 107 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.