Confluence Wealth Services, Inc. IGRO — ISHARES TR INTL DIV GRWTH

Ownership history in Confluence Wealth Services, Inc.  ·  16 quarters on record

AI Ownership Summary

Confluence Wealth Services, Inc. reported ISHARES TR INTL DIV GRWTH (IGRO) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.77% in 2023 Q4. The latest visible filing shows IGRO at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGRO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Confluence Wealth Services, Inc.'s position in ISHARES TR INTL DIV GRWTH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IGRO was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IGRO stock page Confluence Wealth Services, Inc. fund profile Confluence Wealth Services, Inc. full holdings
How Confluence Wealth Services, Inc. held IGRO — position size vs. price
% of Fund (quarterly)    IGRO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 143,273 +7,226 +5.3% 0.47% $12.0M 2026-05-07 $87.62
2025 Q4 ADDED — — — 136,047 +1,243 +0.9% 0.47% $11.3M 2026-01-28 $85.68
2025 Q3 ADDED — — — 134,804 +2,463 +1.9% 0.53% $10.7M 2025-10-28 $80.00
2025 Q2 ADDED — — — 132,341 +4,845 +3.8% 0.57% $10.4M 2025-07-22 $77.34
2025 Q1 ADDED — — — 127,496 +2,718 +2.2% 0.59% $9.4M 2025-04-24 $72.47
2024 Q4 ADDED — — — 124,778 +6,022 +5.1% 0.56% $8.7M 2025-01-27 $68.05
2024 Q3 ADDED — — — 118,756 +8,316 +7.5% 0.65% $8.9M 2024-10-29 $69.62
2024 Q2 ADDED — — — 110,440 +5,259 +5.0% 0.59% $7.4M 2024-07-31 $67.88
2024 Q1 REDUCED — — — 105,181 -3,804 -3.5% 0.63% $7.1M 2024-04-22 $62.02
2023 Q4 REDUCED — — — 108,985 -1,272 -1.2% 0.77% $7.0M 2024-01-25 $61.09
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGRO

As of 2026 Q1 — sorted by position size

AJ Advisors, LLC 3Y 13.78% RIVER'S EDGE WEALTH MANAGEMENT, LLC 6.1% Lynx Investment Advisory 3.89% ADG Wealth Management Group, LLC 3.64% Good Harbor Advisors, Inc. 3.43% TrueWealth Advisors, LLC 3Y 1.86% Concord Asset Management, LLC/VA 1.27% John W. Brooker & Co., CPAs 3Y 1.18% LifeGoal Investments, LLC 1.16% WealthPLAN Partners, LLC 3Y 7Y 1.08%

FAQ About Confluence Wealth Services, Inc. and IGRO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Confluence Wealth Services, Inc. reported owning IGRO?

Confluence Wealth Services, Inc. reported IGRO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IGRO position in Confluence Wealth Services, Inc.'s portfolio?

The largest reported portfolio weight for IGRO was 0.77% in 2023 Q4.

What is the latest reported IGRO position on this page?

The most recent filing on this page is 2026 Q1, when Confluence Wealth Services, Inc. reported 143,273 shares, equal to 0.47% of portfolio, with an estimated market value of $12.0M.

What does the chart on this IGRO ownership page compare?

The chart compares Confluence Wealth Services, Inc.'s quarterly IGRO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Confluence Wealth Services, Inc. time their IGRO position?

Based on 13F filing dates vs. subsequent IGRO price moves, Confluence Wealth Services, Inc. correctly timed 10 out of 15 reported position changes (67%).

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