West Wealth Group’s iShares International Dividend Growth ETF IGRO Stock Holding History

West Wealth Group’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
2025 Q3	–	Sell	-4,920	Closed	-$379K	–	125
2025 Q2	$379K	Sell	4,920 -1,728	-26%	-$131K	0.09%	70
2025 Q1	$482K	Buy	6,648 +556	+9%	+$39.4K	0.14%	52
2024 Q4	$414K	Sell	6,092 -26	-0.4%	-$1.85K	0.12%	56
2024 Q3	$456K	Buy	6,118 +412	+7%	+$29.2K	0.15%	51
2024 Q2	$385K	Sell	5,706 -987	-15%	-$66.1K	0.14%	56
2024 Q1	$451K	Buy	+6,693	New	+$438K	0.17%	48
2022 Q3	–	Sell	-3,951	Closed	-$226K	–	62
2022 Q2	$226K	Buy	+3,951	New	+$241K	0.1%	61

Other funds holding IGRO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

West Wealth Group's IGRO Position: Q3 2025 in Review

West Wealth Group sold out of iShares International Dividend Growth ETF (IGRO) in Q3 2025, closing a stake of 4,920 shares — an estimated $379K sold.

West Wealth Group first reported a position in IGRO in Q2 2022 and held it in 7 quarters. The position peaked at $482K in Q1 2025. 205 funds tracked by Wall St. Rank hold IGRO as of Q3 2025.

West Wealth Group reported no remaining iShares International Dividend Growth ETF position as of Q3 2025 after selling out during the quarter.
West Wealth Group sold 4,920 iShares International Dividend Growth ETF shares in Q3 2025, an estimated $379K.
West Wealth Group first reported a position in iShares International Dividend Growth ETF in Q2 2022 and held it in 7 quarters.
West Wealth Group's iShares International Dividend Growth ETF position peaked at $482K in Q1 2025.
205 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q3 2025.

Based on West Wealth Group's 13F filing for Q3 2025, filed 27 Oct 2025.