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 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

PWM

Penobscot Wealth Management Portland, Maine $374M AUM 18.56% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hoxton Planning & Management's IGF Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares Global Infrastructure ETF (IGF) stake by 5.4% in Q2 2026, selling an estimated $30.1K and leaving 7,904 shares worth $526K. The position accounts for 0.14% of the portfolio, ranked #121.

Hoxton Planning & Management first reported a position in IGF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.22M in Q3 2023. 50 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

Hoxton Planning & Management held 7,904 shares of iShares Global Infrastructure ETF worth $526K as of Q2 2026.
Hoxton Planning & Management sold 449 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $30.1K.
iShares Global Infrastructure ETF made up 0.14% of Hoxton Planning & Management's portfolio in Q2 2026, its #121 holding.
Hoxton Planning & Management first reported a position in iShares Global Infrastructure ETF in Q1 2023 and has held it in 14 quarters since.
Hoxton Planning & Management's iShares Global Infrastructure ETF position peaked at $1.22M in Q3 2023.
50 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.