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Holistic Planning’s iShares Global Infrastructure ETF IGF Stock Holding History

Holistic Planning’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 		$285K Buy
+4,278
New +$287K 0.04% 285

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Holistic Planning's IGF Position: Q2 2026 in Review

Holistic Planning opened a new position in iShares Global Infrastructure ETF (IGF) in Q2 2026: 4,278 shares worth $285K. The stake represents 0.04% of the portfolio and ranks #285 among its holdings.

433 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

  • Holistic Planning held 4,278 shares of iShares Global Infrastructure ETF worth $285K as of Q2 2026.
  • iShares Global Infrastructure ETF was a new Holistic Planning position in Q2 2026.
  • iShares Global Infrastructure ETF made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #285 holding.
  • 433 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.