WC
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Waterloo Capital’s iShares International Dividend Growth ETF IGRO Stock Holding History

Waterloo Capital’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 		$240K Buy
2,863
+5
+0.2% +$429 0.02% 440
2025
Q4 		$237K Buy
2,858
+8
+0.3% +$647 0.02% 421
2025
Q3 		$227K Buy
2,850
+16
+0.6% +$1.26K 0.02% 417
2025
Q2 		$224K Buy
2,834
+31
+1% +$2.35K 0.02% 424
2025
Q1 		$203K Buy
+2,803
New +$198K 0.02% 383
2024
Q1 		– Sell
-10,836
Closed -$700K – 377
2023
Q4 		$700K Sell
10,836
-768
-7% -$46.5K 0.11% 171
2023
Q3 		$688K Sell
11,604
-65,701
-85% -$4.06M 0.2% 84
2023
Q2 		$4.79M Buy
77,305
+1,145
+2% +$70.9K 1.42% 18
2023
Q1 		$4.62M Buy
+76,160
New +$4.58M 1.43% 19

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return