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WR Wealth Planners’s iShares International Dividend Growth ETF IGRO Stock Holding History

WR Wealth Planners’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
2023
Q4 		– Sell
-27
Closed -$1.6K – 506
2023
Q3 		$1.6K Hold
27
– – ﹤0.01% 798
2023
Q2 		$1.68K Buy
+27
New +$1.67K ﹤0.01% 790

Other funds holding IGRO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WR Wealth Planners's IGRO Position: Q4 2023 in Review

WR Wealth Planners sold out of iShares International Dividend Growth ETF (IGRO) in Q4 2023, closing a stake of 27 shares — an estimated $1.6K sold.

WR Wealth Planners first reported a position in IGRO in Q2 2023 and held it in 2 quarters. The position peaked at $1.68K in Q2 2023. 152 funds tracked by Wall St. Rank hold IGRO as of Q4 2023.

  • WR Wealth Planners reported no remaining iShares International Dividend Growth ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 27 iShares International Dividend Growth ETF shares in Q4 2023, an estimated $1.6K.
  • WR Wealth Planners first reported a position in iShares International Dividend Growth ETF in Q2 2023 and held it in 2 quarters.
  • WR Wealth Planners's iShares International Dividend Growth ETF position peaked at $1.68K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held iShares International Dividend Growth ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.