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Walkner Condon Financial Advisors’s iShares International Dividend Growth ETF IGRO Stock Holding History

Walkner Condon Financial 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
2025
Q1 		– Sell
-4,010
Closed -$273K – 286
2024
Q4 		$273K Sell
4,010
-800
-17% -$57K 0.06% 230
2024
Q3 		$359K Sell
4,810
-355
-7% -$25.2K 0.07% 192
2024
Q2 		$348K Sell
5,165
-2,175
-30% -$146K 0.08% 180
2024
Q1 		$494K Sell
7,340
-263
-3% -$17.2K 0.1% 152
2023
Q4 		$491K Hold
7,603
– – 0.11% 148
2023
Q3 		$451K Sell
7,603
-850
-10% -$52.5K 0.12% 145
2023
Q2 		$524K Buy
8,453
+125
+2% +$7.74K 0.14% 127
2023
Q1 		$505K Buy
8,328
+330
+4% +$19.9K 0.14% 132
2022
Q4 		$461K Hold
7,998
– – 0.14% 133
2022
Q3 		$405K Buy
7,998
+1,190
+17% +$66.9K 0.13% 137
2022
Q2 		$390K Buy
6,808
+1,085
+19% +$66.2K 0.12% 145
2022
Q1 		$373K Buy
5,723
+733
+15% +$48.4K 0.11% 156
2021
Q4 		$338K Buy
4,990
+1,474
+42% +$98.5K 0.22% 93
2021
Q3 		$230K Buy
+3,516
New +$237K 0.11% 126

Other funds holding IGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Vestmark Advisory Solutions
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Walkner Condon Financial Advisors's IGRO Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2025, closing a stake of 4,010 shares — an estimated $273K sold.

Walkner Condon Financial Advisors first reported a position in IGRO in Q3 2021 and held it in 14 quarters. The position peaked at $524K in Q2 2023. 189 funds tracked by Wall St. Rank hold IGRO as of Q1 2025.

  • Walkner Condon Financial Advisors reported no remaining iShares International Dividend Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 4,010 iShares International Dividend Growth ETF shares in Q1 2025, an estimated $273K.
  • Walkner Condon Financial Advisors first reported a position in iShares International Dividend Growth ETF in Q3 2021 and held it in 14 quarters.
  • Walkner Condon Financial Advisors's iShares International Dividend Growth ETF position peaked at $524K in Q2 2023.
  • 189 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.