Apella Capital
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Apella Capital’s iShares Global Infrastructure ETF IGF Stock Holding History

Apella Capital’s Portfolio IGF Stock Details IGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.71M Sell
59,776
-513
-0.9% -$33.6K 0.05% 213
2026
Q2 		$4.05M Sell
60,289
-890
-1% -$59.8K 0.06% 183
2026
Q1 		$4.13M Sell
61,179
-1,261
-2% -$82.7K 0.06% 180
2025
Q4 		$3.83M Buy
+62,440
New +$3.85M 0.08% 148

Other funds holding IGF

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Element Pointe Advisors
Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Tepp RIA
Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Penobscot Wealth Management
Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Apella Capital's IGF Position: Q3 2026 in Review

Apella Capital reduced its iShares Global Infrastructure ETF (IGF) stake by 0.85% in Q3 2026, selling an estimated $33.6K and leaving 59,776 shares worth $3.71M. The position accounts for 0.05% of the portfolio, ranked #213.

Apella Capital first reported a position in IGF in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.13M in Q1 2026. 81 funds tracked by Wall St. Rank hold IGF as of Q3 2026.

  • Apella Capital held 59,776 shares of iShares Global Infrastructure ETF worth $3.71M as of Q3 2026.
  • Apella Capital sold 513 iShares Global Infrastructure ETF shares in Q3 2026, an estimated $33.6K.
  • iShares Global Infrastructure ETF made up 0.05% of Apella Capital's portfolio in Q3 2026, its #213 holding.
  • Apella Capital first reported a position in iShares Global Infrastructure ETF in Q4 2025 and has held it in 4 quarters since.
  • Apella Capital's iShares Global Infrastructure ETF position peaked at $4.13M in Q1 2026.
  • 81 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.