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Beta Wealth Group’s iShares Global Infrastructure ETF IGF Stock Holding History

Beta Wealth Group’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 		$5.63M Buy
84,547
+7,328
+9% +$492K 2.11% 17
2026
Q1 		$5.17M Buy
77,219
+1,742
+2% +$114K 2.14% 17
2025
Q4 		$4.63M Sell
75,477
-3,357
-4% -$207K 1.86% 18
2025
Q3 		$4.82M Buy
78,834
+4,419
+6% +$265K 1.9% 20
2025
Q2 		$4.41M Buy
+74,415
New +$4.25M 1.61% 24
2024
Q1 		– Sell
-6,414
Closed -$302K – 106
2023
Q4 		$302K Sell
6,414
-36,394
-85% -$1.62M 0.16% 86
2023
Q3 		$1.85M Sell
42,808
-989
-2% -$45.5K 1.1% 28
2023
Q2 		$2.06M Sell
43,797
-6,802
-13% -$325K 1.19% 25
2023
Q1 		$2.41M Buy
50,599
+45,195
+836% +$2.14M 1.38% 25
2022
Q4 		$248K Buy
+5,404
New +$243K 0.17% 85
2022
Q2 		– Sell
-6,145
Closed -$313K – 91
2022
Q1 		$313K Sell
6,145
-953
-13% -$45.6K 0.21% 68
2021
Q4 		$326K Hold
7,098
– – 0.24% 49
2021
Q3 		$326K Buy
7,098
+62
+0.9% +$2.86K 0.24% 49
2021
Q2 		$319K Sell
7,036
-225
-3% -$10.5K 0.22% 50
2021
Q1 		$327K Buy
+7,261
New +$321K 0.24% 48

Other funds holding IGF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Beta Wealth Group's IGF Position: Q2 2026 in Review

Beta Wealth Group increased its iShares Global Infrastructure ETF (IGF) stake by 9.5% in Q2 2026, buying an estimated $492K and bringing the position to 84,547 shares worth $5.63M. The position accounts for 2.11% of the portfolio, ranked #17.

Beta Wealth Group first reported a position in IGF in Q1 2021 and has held it in 15 quarters since. 434 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

  • Beta Wealth Group held 84,547 shares of iShares Global Infrastructure ETF worth $5.63M as of Q2 2026.
  • Beta Wealth Group bought 7,328 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $492K.
  • iShares Global Infrastructure ETF made up 2.11% of Beta Wealth Group's portfolio in Q2 2026, its #17 holding.
  • Beta Wealth Group first reported a position in iShares Global Infrastructure ETF in Q1 2021 and has held it in 15 quarters since.
  • 434 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.