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True Wealth Design’s iShares International Dividend Growth ETF IGRO Stock Holding History

True Wealth Design’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 		– Sell
-2,940
Closed -$243K – 2771
2025
Q4 		$243K Buy
+2,940
New +$238K 0.07% 64

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

True Wealth Design's IGRO Position: Q1 2026 in Review

True Wealth Design sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2026, closing a stake of 2,940 shares — an estimated $243K sold.

True Wealth Design first reported a position in IGRO in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 220 funds tracked by Wall St. Rank hold IGRO as of Q1 2026.

  • True Wealth Design reported no remaining iShares International Dividend Growth ETF position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 2,940 iShares International Dividend Growth ETF shares in Q1 2026, an estimated $243K.
  • True Wealth Design first reported a position in iShares International Dividend Growth ETF in Q4 2025 and held it in 1 quarter.
  • True Wealth Design's iShares International Dividend Growth ETF position peaked at $243K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.