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Capstone Financial Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History

Capstone Financial Advisors’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 		$7.47M Buy
112,150
+600
+0.5% +$40.3K 0.36% 26
2026
Q1 		$7.47M Sell
111,550
-458
-0.4% -$30.1K 0.4% 26
2025
Q4 		$6.87M Buy
112,008
+679
+0.6% +$41.9K 0.37% 28
2025
Q3 		$6.8M Sell
111,329
-125
-0.1% -$7.5K 0.37% 28
2025
Q2 		$6.6M Buy
111,454
+614
+0.6% +$35.1K 0.38% 27
2025
Q1 		$6.06M Sell
110,840
-13,148
-11% -$705K 0.38% 25
2024
Q4 		$6.48M Buy
123,988
+13,649
+12% +$737K 0.4% 26
2024
Q3 		$6.01M Buy
110,339
+93,387
+551% +$4.78M 0.37% 27
2024
Q2 		$812K Hold
16,952
– – 0.05% 66
2024
Q1 		$807K Buy
16,952
+277
+2% +$12.7K 0.05% 64
2023
Q4 		$785K Buy
16,675
+9,289
+126% +$413K 0.06% 62
2023
Q3 		$320K Sell
7,386
-947
-11% -$43.5K 0.03% 100
2023
Q2 		$391K Hold
8,333
– – 0.03% 88
2023
Q1 		$397K Hold
8,333
– – 0.03% 84
2022
Q4 		$382K Buy
+8,333
New +$375K 0.03% 83
2022
Q3 		– Sell
-1,293,947
Closed -$60.5M – 149
2022
Q2 		$60.5M Buy
1,293,947
+940,977
+267% +$46.5M 5.15% 6
2022
Q1 		$18M Sell
352,970
-493,730
-58% -$23.6M 1.3% 17
2021
Q4 		$40.3M Buy
+846,700
New +$39.8M 2.91% 10
2021
Q2 		– Sell
-409,549
Closed -$18.5M – 145
2021
Q1 		$18.5M Sell
409,549
-3,924
-0.9% -$173K 1.64% 14
2020
Q4 		$18.1M Buy
413,473
+6,077
+1% +$255K 1.72% 15
2020
Q3 		$15.7M Sell
407,396
-1,920
-0.5% -$75.7K 1.66% 15
2020
Q2 		$15.7M Sell
409,316
-203,384
-33% -$7.58M 1.79% 15
2020
Q1 		$20.9M Buy
612,700
+587,119
+2,295% +$26M 2.73% 14
2019
Q4 		$1.23M Buy
25,581
+69
+0.3% +$3.24K 0.17% 31
2019
Q3 		$1.19M Hold
25,512
– – 0.18% 31
2019
Q2 		$1.18M Buy
25,512
+69
+0.3% +$3.13K 0.19% 29
2019
Q1 		$1.14M Sell
25,443
-102,159
-80% -$4.38M 0.19% 30
2018
Q4 		$5.03M Buy
+127,602
New +$5.22M 1.01% 18

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

Capstone Financial Advisors's IGF Position: Q2 2026 in Review

Capstone Financial Advisors increased its iShares Global Infrastructure ETF (IGF) stake by 0.54% in Q2 2026, buying an estimated $40.3K and bringing the position to 112,150 shares worth $7.47M. The position accounts for 0.36% of the portfolio, ranked #26.

Capstone Financial Advisors first reported a position in IGF in Q4 2018 and has held it in 28 quarters since. The position peaked at $60.5M in Q2 2022. 433 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

  • Capstone Financial Advisors held 112,150 shares of iShares Global Infrastructure ETF worth $7.47M as of Q2 2026.
  • Capstone Financial Advisors bought 600 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $40.3K.
  • iShares Global Infrastructure ETF made up 0.36% of Capstone Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Capstone Financial Advisors first reported a position in iShares Global Infrastructure ETF in Q4 2018 and has held it in 28 quarters since.
  • Capstone Financial Advisors's iShares Global Infrastructure ETF position peaked at $60.5M in Q2 2022.
  • 433 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.