BWM

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

BigSur Wealth Management’s Portfolio IGF Stock Details IGF Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.69M	Hold	28,550	–	–	0.43%	63
2025 Q1	$1.56M	Hold	28,550	–	–	0.42%	63
2024 Q4	$1.49M	Sell	28,550 -800	-3%	-$41.8K	0.43%	61
2024 Q3	$1.6M	Buy	29,350 +800	+3%	+$43.5K	0.44%	63
2024 Q2	$1.37M	Hold	28,550	–	–	0.42%	66
2024 Q1	$1.36M	Hold	28,550	–	–	0.43%	68
2023 Q4	$1.34M	Buy	28,550 +800	+3%	+$37.6K	0.64%	41
2023 Q3	$1.2M	Sell	27,750 -1,700	-6%	-$73.6K	0.61%	47
2023 Q2	$1.38M	Hold	29,450	–	–	0.66%	42
2023 Q1	$1.4M	Buy	29,450 +1,700	+6%	+$81.1K	0.66%	45
2022 Q4	$1.27M	Sell	27,750 -800	-3%	-$36.7K	0.61%	46
2022 Q3	$1.19M	Sell	28,550 -500	-2%	-$20.9K	0.6%	45
2022 Q2	$1.36M	Hold	29,050	–	–	0.64%	47
2022 Q1	$1.48M	Hold	29,050	–	–	0.58%	47
2021 Q4	$1.38M	Hold	29,050	–	–	0.54%	53
2021 Q3	$1.33M	Buy	29,050 +3,300	+13%	+$151K	0.6%	46
2021 Q2	$1.17M	Buy	25,750 +14,000	+119%	+$636K	0.53%	54
2021 Q1	$530K	Buy	11,750 +750	+7%	+$33.8K	0.27%	74
2020 Q4	$481K	Hold	11,000	–	–	0.27%	72
2020 Q3	$424K	Sell	11,000 -15,600	-59%	-$601K	0.27%	70
2020 Q2	$1.02M	Buy	26,600 +1,400	+6%	+$53.6K	0.73%	37
2020 Q1	$861K	Sell	25,200 -2,000	-7%	-$68.3K	0.65%	40
2019 Q4	$1.3M	Sell	27,200 -6,000	-18%	-$287K	0.74%	35
2019 Q3	$1.54M	Hold	33,200	–	–	1.04%	28
2019 Q2	$1.53M	Sell	33,200 -1,000	-3%	-$46.1K	1.07%	26
2019 Q1	$1.53M	Hold	34,200	–	–	1.01%	23
2018 Q4	$1.35M	Hold	34,200	–	–	0.96%	22
2018 Q3	$1.44M	Sell	34,200 -500	-1%	-$21.1K	0.9%	23
2018 Q2	$1.49M	Hold	34,700	–	–	1.09%	20
2018 Q1	$1.49M	Hold	34,700	–	–	1.06%	17
2017 Q4	$1.57M	Hold	34,700	–	–	1.56%	11
2017 Q3	$1.57M	Sell	34,700 -800	-2%	-$36.2K	1.58%	11
2017 Q2	$1.62M	Hold	35,500	–	–	1.64%	10
2017 Q1	$1.53M	Sell	35,500 -2,000	-5%	-$86.3K	1.66%	10
2016 Q4	$1.46M	Buy	+37,500	New	+$1.46M	1.96%	9