FWA
IGF icon

FSM Wealth Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History

FSM Wealth 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 		$20.9M Buy
313,477
+29,175
+10% +$1.96M 2.22% 15
2026
Q1 		$19M Buy
284,302
+46,783
+20% +$3.07M 2.45% 11
2025
Q4 		$14.6M Buy
237,519
+34,662
+17% +$2.14M 1.99% 15
2025
Q3 		$12.4M Buy
202,857
+27,413
+16% +$1.64M 1.75% 17
2025
Q2 		$10.3M Buy
175,444
+15,696
+10% +$896K 1.67% 17
2025
Q1 		$8.73M Buy
159,748
+6,199
+4% +$333K 1.96% 14
2024
Q4 		$8.27M Buy
153,549
+11,085
+8% +$599K 2.02% 16
2024
Q3 		$7.75M Buy
142,464
+17,578
+14% +$899K 2.06% 16
2024
Q2 		$5.98M Buy
124,886
+11,467
+10% +$556K 2.01% 17
2024
Q1 		$5.4M Buy
113,419
+23,789
+27% +$1.09M 1.92% 17
2023
Q4 		$4.22M Buy
89,630
+17,204
+24% +$765K 1.79% 16
2023
Q3 		$3.14M Buy
72,426
+14,611
+25% +$672K 1.58% 19
2023
Q2 		$2.72M Buy
57,815
+13,715
+31% +$655K 1.36% 19
2023
Q1 		$2.1M Buy
44,100
+11,485
+35% +$543K 1.22% 22
2022
Q4 		$1.5M Buy
32,615
+5,654
+21% +$254K 1.06% 26
2022
Q3 		$1.13M Buy
26,961
+2,988
+12% +$141K 0.94% 30
2022
Q2 		$1.16M Buy
+23,973
New +$1.19M 1.15% 31

Other funds holding IGF

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

FSM Wealth Advisors's IGF Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares Global Infrastructure ETF (IGF) stake by 10% in Q2 2026, buying an estimated $1.96M and bringing the position to 313,477 shares worth $20.9M. The position accounts for 2.22% of the portfolio, ranked #15.

FSM Wealth Advisors first reported a position in IGF in Q2 2022 and has held it in 17 quarters since. 181 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

  • FSM Wealth Advisors held 313,477 shares of iShares Global Infrastructure ETF worth $20.9M as of Q2 2026.
  • FSM Wealth Advisors bought 29,175 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $1.96M.
  • iShares Global Infrastructure ETF made up 2.22% of FSM Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • FSM Wealth Advisors first reported a position in iShares Global Infrastructure ETF in Q2 2022 and has held it in 17 quarters since.
  • 181 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.