FWA
FSM Wealth Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
175,444
+15,696
| +10% | +$920K | 1.67% | 17 |
|
|
2025
Q1 | $8.73M | Buy |
159,748
+6,199
| +4% | +$339K | 1.96% | 14 |
|
|
2024
Q4 | $8.27M | Buy |
153,549
+11,085
| +8% | +$597K | 2.02% | 16 |
|
|
2024
Q3 | $7.75M | Buy |
142,464
+17,578
| +14% | +$957K | 2.06% | 16 |
|
|
2024
Q2 | $5.98M | Buy |
124,886
+11,467
| +10% | +$549K | 2.01% | 17 |
|
|
2024
Q1 | $5.4M | Buy |
113,419
+23,789
| +27% | +$1.13M | 1.92% | 17 |
|
|
2023
Q4 | $4.22M | Buy |
89,630
+17,204
| +24% | +$809K | 1.79% | 16 |
|
|
2023
Q3 | $3.14M | Buy |
72,426
+14,611
| +25% | +$633K | 1.58% | 19 |
|
|
2023
Q2 | $2.72M | Buy |
57,815
+13,715
| +31% | +$645K | 1.36% | 19 |
|
|
2023
Q1 | $2.1M | Buy |
44,100
+11,485
| +35% | +$548K | 1.22% | 22 |
|
|
2022
Q4 | $1.5M | Buy |
32,615
+5,654
| +21% | +$259K | 1.06% | 26 |
|
|
2022
Q3 | $1.13M | Buy |
26,961
+2,988
| +12% | +$125K | 0.94% | 30 |
|
|
2022
Q2 | $1.16M | Buy |
+23,973
| New | +$1.16M | 1.15% | 31 |
|