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WESPAC Advisors SoCal’s iShares International Dividend Growth ETF IGRO Stock Holding History

WESPAC Advisors SoCal’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
2020
Q1 		– Sell
-151,375
Closed -$9.13M – 84
2019
Q4 		$9.13M Buy
+151,375
New +$8.77M 4.34% 3

Other funds holding IGRO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

WESPAC Advisors SoCal's IGRO Position: Q1 2020 in Review

WESPAC Advisors SoCal sold out of iShares International Dividend Growth ETF (IGRO) in Q1 2020, closing a stake of 151,375 shares — an estimated $9.13M sold.

WESPAC Advisors SoCal first reported a position in IGRO in Q4 2019 and held it in 1 quarter. The position peaked at $9.13M in Q4 2019. 42 funds tracked by Wall St. Rank hold IGRO as of Q1 2020.

  • WESPAC Advisors SoCal reported no remaining iShares International Dividend Growth ETF position as of Q1 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 151,375 iShares International Dividend Growth ETF shares in Q1 2020, an estimated $9.13M.
  • WESPAC Advisors SoCal first reported a position in iShares International Dividend Growth ETF in Q4 2019 and held it in 1 quarter.
  • WESPAC Advisors SoCal's iShares International Dividend Growth ETF position peaked at $9.13M in Q4 2019.
  • 42 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q1 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2020, filed 30 Apr 2020.