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GEN Financial Management’s iShares Global Infrastructure ETF IGF Stock Holding History

GEN Financial 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 		– Sell
-4,927
Closed -$330K – 52
2026
Q1 		$330K Buy
4,927
+20
+0.4% +$1.31K 0.2% 42
2025
Q4 		$301K Buy
4,907
+8
+0.2% +$494 0.19% 42
2025
Q3 		$299K Sell
4,899
-530
-10% -$31.8K 0.26% 39
2025
Q2 		$321K Sell
5,429
-34
-0.6% -$1.94K 0.26% 39
2025
Q1 		$299K Buy
+5,463
New +$293K 0.2% 40

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
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
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

GEN Financial Management's IGF Position: Q2 2026 in Review

GEN Financial Management sold out of iShares Global Infrastructure ETF (IGF) in Q2 2026, closing a stake of 4,927 shares — an estimated $330K sold.

GEN Financial Management first reported a position in IGF in Q1 2025 and held it in 5 quarters. The position peaked at $330K in Q1 2026. 167 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

  • GEN Financial Management reported no remaining iShares Global Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
  • GEN Financial Management sold 4,927 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $330K.
  • GEN Financial Management first reported a position in iShares Global Infrastructure ETF in Q1 2025 and held it in 5 quarters.
  • GEN Financial Management's iShares Global Infrastructure ETF position peaked at $330K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.