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Heritage Wealth Management (Arizona)’s iShares Global Infrastructure ETF IGF Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-200
Closed -$10K – 1020
2022
Q1 		$10K Buy
+200
New +$9.57K ﹤0.01% 707

Other funds holding IGF

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CFA
Capstone Financial Advisors Downers Grove, Illinois $1.86B AUM 15.98% 1-Year Est. Return
CCA
Column Capital Advisors Indianapolis, Indiana $680M AUM 15.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IGF Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of iShares Global Infrastructure ETF (IGF) in Q2 2022, closing a stake of 200 shares — an estimated $10K sold.

Heritage Wealth Management (Arizona) first reported a position in IGF in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 242 funds tracked by Wall St. Rank hold IGF as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining iShares Global Infrastructure ETF position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 200 iShares Global Infrastructure ETF shares in Q2 2022, an estimated $10K.
  • Heritage Wealth Management (Arizona) first reported a position in iShares Global Infrastructure ETF in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s iShares Global Infrastructure ETF position peaked at $10K in Q1 2022.
  • 242 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.