Boltwood Capital Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Boltwood Capital 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	$1.2M	Buy	17,945 +2,815	+19%	+$189K	0.27%	79
2026 Q1	$1.01M	Buy	15,130 +1,800	+14%	+$118K	0.26%	82
2025 Q4	$818K	Buy	13,330 +520	+4%	+$32.1K	0.21%	97
2025 Q3	$783K	Sell	12,810 -100	-0.8%	-$6K	0.21%	97
2025 Q2	$764K	Buy	12,910 +1,450	+13%	+$82.8K	0.22%	95
2025 Q1	$627K	Buy	11,460 +1,365	+14%	+$73.2K	0.19%	101
2024 Q4	$528K	Buy	10,095 +1,600	+19%	+$86.4K	0.16%	110
2024 Q3	$462K	Buy	8,495 +2,350	+38%	+$120K	0.14%	125
2024 Q2	$294K	Buy	+6,145	New	+$298K	0.09%	143
2024 Q1	–	Sell	-4,270	Closed	-$201K	–	171
2023 Q4	$201K	Buy	+4,270	New	+$190K	0.07%	164

Other funds holding IGF

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

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

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