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WealthPlan Investment Management’s iShares International Dividend Growth ETF IGRO Stock Holding History

WealthPlan Investment Management’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 		$6.79M Sell
77,215
-16,396
-18% -$1.44M 0.34% 70
2026
Q1 		$7.84M Sell
93,611
-74,036
-44% -$6.35M 0.44% 58
2025
Q4 		$13.9M Sell
167,647
-10,227
-6% -$828K 0.88% 29
2025
Q3 		$14.2M Buy
177,874
+14,067
+9% +$1.11M 0.94% 28
2025
Q2 		$12.9M Buy
163,807
+59,130
+56% +$4.47M 0.94% 26
2025
Q1 		$7.58M Buy
104,677
+6,226
+6% +$441K 0.75% 53
2024
Q4 		$6.69M Buy
98,451
+6,238
+7% +$445K 0.66% 54
2024
Q3 		$6.88M Buy
92,213
+6,654
+8% +$472K 0.7% 54
2024
Q2 		$5.77M Buy
85,559
+2,053
+2% +$137K 0.87% 48
2024
Q1 		$5.62M Sell
83,506
-24,413
-23% -$1.6M 0.86% 46
2023
Q4 		$6.97M Buy
107,919
+4,334
+4% +$262K 1.12% 36
2023
Q3 		$6.14M Buy
103,585
+27,732
+37% +$1.71M 1.09% 38
2023
Q2 		$4.7M Sell
75,853
-30,382
-29% -$1.88M 1.4% 26
2023
Q1 		$6.44M Sell
106,235
-145,459
-58% -$8.75M 1.11% 36
2022
Q4 		$15.5M Sell
251,694
-6,486
-3% -$356K 1.08% 30
2022
Q3 		$15M Buy
+258,180
New +$14.5M 1.09% 30
2022
Q1 		$8.54M Buy
+138,225
New +$9.13M 0.59% 62

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

WealthPlan Investment Management's IGRO Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares International Dividend Growth ETF (IGRO) stake by 18% in Q2 2026, selling an estimated $1.44M and leaving 77,215 shares worth $6.79M. The position accounts for 0.34% of the portfolio, ranked #70.

WealthPlan Investment Management first reported a position in IGRO in Q1 2022 and has held it in 17 quarters since. The position peaked at $15.5M in Q4 2022. 225 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

  • WealthPlan Investment Management held 77,215 shares of iShares International Dividend Growth ETF worth $6.79M as of Q2 2026.
  • WealthPlan Investment Management sold 16,396 iShares International Dividend Growth ETF shares in Q2 2026, an estimated $1.44M.
  • iShares International Dividend Growth ETF made up 0.34% of WealthPlan Investment Management's portfolio in Q2 2026, its #70 holding.
  • WealthPlan Investment Management first reported a position in iShares International Dividend Growth ETF in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's iShares International Dividend Growth ETF position peaked at $15.5M in Q4 2022.
  • 225 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.