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Wellington-Altus USA’s iShares International Dividend Growth ETF IGRO Stock Holding History

Wellington-Altus USA’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 		$225K Hold
2,685
– – 0.16% 110
2026
Q1 		$236K Buy
2,685
+860
+47% +$73.7K 0.14% 141
2025
Q4 		$151K Buy
+1,825
New +$148K 0.11% 152

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

Wellington-Altus USA's IGRO Position: Q2 2026 in Review

Wellington-Altus USA held its iShares International Dividend Growth ETF (IGRO) position steady in Q2 2026 at 2,685 shares worth $225K. The position accounts for 0.16% of the portfolio, ranked #110.

Wellington-Altus USA first reported a position in IGRO in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 227 funds tracked by Wall St. Rank hold IGRO as of Q2 2026.

  • Wellington-Altus USA held 2,685 shares of iShares International Dividend Growth ETF worth $225K as of Q2 2026.
  • Wellington-Altus USA left its iShares International Dividend Growth ETF share count unchanged in Q2 2026.
  • iShares International Dividend Growth ETF made up 0.16% of Wellington-Altus USA's portfolio in Q2 2026, its #110 holding.
  • Wellington-Altus USA first reported a position in iShares International Dividend Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares International Dividend Growth ETF position peaked at $236K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.