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

Heritage 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
2025
Q1 		– Sell
-2,713
Closed -$142K – 615
2024
Q4 		$142K Buy
2,713
+44
+2% +$2.38K 0.01% 231
2024
Q3 		$145K Hold
2,669
– – 0.01% 238
2024
Q2 		$128K Buy
2,669
+46
+2% +$2.23K 0.01% 235
2024
Q1 		$125K Hold
2,623
– – 0.01% 245
2023
Q4 		$123K Buy
+2,623
New +$117K 0.01% 249

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Heritage Wealth Advisors's IGF Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of iShares Global Infrastructure ETF (IGF) in Q1 2025, closing a stake of 2,713 shares — an estimated $142K sold.

Heritage Wealth Advisors first reported a position in IGF in Q4 2023 and held it in 5 quarters. The position peaked at $145K in Q3 2024. 290 funds tracked by Wall St. Rank hold IGF as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining iShares Global Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 2,713 iShares Global Infrastructure ETF shares in Q1 2025, an estimated $142K.
  • Heritage Wealth Advisors first reported a position in iShares Global Infrastructure ETF in Q4 2023 and held it in 5 quarters.
  • Heritage Wealth Advisors's iShares Global Infrastructure ETF position peaked at $145K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.