Hoxton Planning & Management
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Hoxton Planning & Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Hoxton Planning & 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
Q3 		$559K Buy
9,075
+1,171
+15% +$76.6K 0.14% 107
2026
Q2 		$526K Sell
7,904
-449
-5% -$30.1K 0.14% 121
2026
Q1 		$560K Sell
8,353
-240
-3% -$15.7K 0.17% 105
2025
Q4 		$527K Sell
8,593
-210
-2% -$13K 0.16% 109
2025
Q3 		$538K Buy
8,803
+493
+6% +$29.6K 0.17% 109
2025
Q2 		$492K Buy
8,310
+302
+4% +$17.2K 0.17% 109
2025
Q1 		$438K Buy
8,008
+582
+8% +$31.2K 0.17% 117
2024
Q4 		$388K Buy
7,426
+1,074
+17% +$58K 0.15% 122
2024
Q3 		$346K Buy
6,352
+279
+5% +$14.3K 0.13% 139
2024
Q2 		$291K Sell
6,073
-978
-14% -$47.4K 0.14% 118
2024
Q1 		$336K Sell
7,051
-1,225
-15% -$56.3K 0.16% 111
2023
Q4 		$389K Sell
8,276
-19,782
-71% -$879K 0.21% 87
2023
Q3 		$1.22M Buy
28,058
+16,493
+143% +$758K 0.79% 26
2023
Q2 		$543K Buy
11,565
+2,287
+25% +$109K 0.34% 58
2023
Q1 		$443K Buy
+9,278
New +$439K 0.24% 81

Other funds holding IGF

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return
Element Pointe Advisors
Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Tepp RIA
Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Hoxton Planning & Management's IGF Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares Global Infrastructure ETF (IGF) stake by 15% in Q3 2026, buying an estimated $76.6K and bringing the position to 9,075 shares worth $559K. The position accounts for 0.14% of the portfolio, ranked #107.

Hoxton Planning & Management first reported a position in IGF in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.22M in Q3 2023. 89 funds tracked by Wall St. Rank hold IGF as of Q3 2026.

  • Hoxton Planning & Management held 9,075 shares of iShares Global Infrastructure ETF worth $559K as of Q3 2026.
  • Hoxton Planning & Management bought 1,171 iShares Global Infrastructure ETF shares in Q3 2026, an estimated $76.6K.
  • iShares Global Infrastructure ETF made up 0.14% of Hoxton Planning & Management's portfolio in Q3 2026, its #107 holding.
  • Hoxton Planning & Management first reported a position in iShares Global Infrastructure ETF in Q1 2023 and has held it in 15 quarters since.
  • Hoxton Planning & Management's iShares Global Infrastructure ETF position peaked at $1.22M in Q3 2023.
  • 89 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.