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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
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

LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $218M AUM 24.05% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return