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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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