Baron Wealth Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Baron Wealth Management’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	$492K	Buy	7,394 +81	+1%	+$5.44K	0.13%	112
2026 Q1	$490K	Hold	7,313	–	–	0.15%	104
2025 Q4	$449K	Buy	7,313 +94	+1%	+$5.8K	0.14%	112
2025 Q3	$441K	Hold	7,219	–	–	0.15%	104
2025 Q2	$427K	Buy	7,219 +96	+1%	+$5.48K	0.15%	96
2025 Q1	$389K	Sell	7,123 -154	-2%	-$8.26K	0.17%	94
2024 Q4	$380K	Buy	7,277 +92	+1%	+$4.97K	0.18%	95
2024 Q3	$391K	Hold	7,185	–	–	0.19%	87
2024 Q2	$344K	Buy	7,185 +94	+1%	+$4.56K	0.18%	90
2024 Q1	$338K	Sell	7,091 -212	-3%	-$9.74K	0.18%	102
2023 Q4	$344K	Sell	7,303 -3,951	-35%	-$176K	0.19%	87
2023 Q3	$487K	Hold	11,254	–	–	0.31%	50
2023 Q2	$528K	Buy	11,254 +134	+1%	+$6.4K	0.34%	45
2023 Q1	$530K	Hold	11,120	–	–	0.38%	43
2022 Q4	$510K	Buy	+11,120	New	+$500K	0.39%	38

Other funds holding IGF

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

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

YIH

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baron Wealth Management's IGF Position: Q2 2026 in Review

Baron Wealth Management increased its iShares Global Infrastructure ETF (IGF) stake by 1.1% in Q2 2026, buying an estimated $5.44K and bringing the position to 7,394 shares worth $492K. The position accounts for 0.13% of the portfolio, ranked #112.

Baron Wealth Management first reported a position in IGF in Q4 2022 and has held it in 15 quarters since. The position peaked at $530K in Q1 2023. 50 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

Baron Wealth Management held 7,394 shares of iShares Global Infrastructure ETF worth $492K as of Q2 2026.
Baron Wealth Management bought 81 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $5.44K.
iShares Global Infrastructure ETF made up 0.13% of Baron Wealth Management's portfolio in Q2 2026, its #112 holding.
Baron Wealth Management first reported a position in iShares Global Infrastructure ETF in Q4 2022 and has held it in 15 quarters since.
Baron Wealth Management's iShares Global Infrastructure ETF position peaked at $530K in Q1 2023.
50 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.