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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return