TrueWealth Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

TrueWealth Advisors’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 Q3	$2.54M	Sell	28,587 -60,039	-68%	-$5.47M	0.57%	35
2026 Q2	$7.79M	Buy	88,626 +325	+0.4%	+$28.4K	1.76%	12
2026 Q1	$7.4M	Buy	88,301 +3,253	+4%	+$279K	1.86%	12
2025 Q4	$7.04M	Buy	85,048 +6,875	+9%	+$556K	1.82%	11
2025 Q3	$6.23M	Buy	78,173 +7,456	+11%	+$586K	1.68%	11
2025 Q2	$5.58M	Sell	70,717 -2,056	-3%	-$156K	1.65%	13
2025 Q1	$5.27M	Buy	72,773 +3,004	+4%	+$213K	1.73%	14
2024 Q4	$4.74M	Sell	69,769 -1,393	-2%	-$99.3K	1.58%	13
2024 Q3	$5.31M	Buy	71,162 +3,161	+5%	+$224K	1.77%	10
2024 Q2	$4.58M	Sell	68,001 -12,659	-16%	-$848K	1.7%	11
2024 Q1	$5.43M	Buy	80,660 +345	+0.4%	+$22.6K	2.1%	10
2023 Q4	$5.19M	Buy	80,315 +5,562	+7%	+$337K	2.01%	12
2023 Q3	$4.43M	Buy	74,753 +1,289	+2%	+$79.6K	1.87%	11
2023 Q2	$4.56M	Buy	73,464 +10,142	+16%	+$628K	1.87%	13
2023 Q1	$3.84M	Buy	+63,322	New	+$3.81M	1.61%	17

Other funds holding IGRO

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TrueWealth Advisors's IGRO Position: Q3 2026 in Review

TrueWealth Advisors reduced its iShares International Dividend Growth ETF (IGRO) stake by 68% in Q3 2026, selling an estimated $5.47M and leaving 28,587 shares worth $2.54M. The position accounts for 0.57% of the portfolio, ranked #35.

TrueWealth Advisors first reported a position in IGRO in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.79M in Q2 2026. 16 funds tracked by Wall St. Rank hold IGRO as of Q3 2026.

TrueWealth Advisors held 28,587 shares of iShares International Dividend Growth ETF worth $2.54M as of Q3 2026.
TrueWealth Advisors sold 60,039 iShares International Dividend Growth ETF shares in Q3 2026, an estimated $5.47M.
iShares International Dividend Growth ETF made up 0.57% of TrueWealth Advisors's portfolio in Q3 2026, its #35 holding.
TrueWealth Advisors first reported a position in iShares International Dividend Growth ETF in Q1 2023 and has held it in 15 quarters since.
TrueWealth Advisors's iShares International Dividend Growth ETF position peaked at $7.79M in Q2 2026.
16 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.