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 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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return