IFWM
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Institute for Wealth Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Institute for Wealth 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 		$280K Sell
4,203
-60
-1% -$4.03K 0.02% 441
2026
Q1 		$286K Sell
4,263
-3
-0.1% -$197 0.03% 440
2025
Q4 		$262K Sell
4,266
-168
-4% -$10.4K 0.03% 470
2025
Q3 		$271K Sell
4,434
-96
-2% -$5.76K 0.03% 480
2025
Q2 		$268K Sell
4,530
-25
-0.5% -$1.43K 0.03% 462
2025
Q1 		$249K Sell
4,555
-11
-0.2% -$590 0.03% 461
2024
Q4 		$239K Sell
4,566
-8
-0.2% -$432 0.03% 450
2024
Q3 		$249K Sell
4,574
-26
-0.6% -$1.33K 0.03% 465
2024
Q2 		$220K Sell
4,600
-42
-0.9% -$2.04K 0.03% 453
2024
Q1 		$221K Sell
4,642
-16
-0.3% -$735 0.03% 461
2023
Q4 		$219K Hold
4,658
– – 0.04% 443
2023
Q3 		$202K Sell
4,658
-30
-0.6% -$1.38K 0.04% 434
2023
Q2 		$220K Hold
4,688
– – 0.04% 423
2023
Q1 		$224K Hold
4,688
– – 0.04% 408
2022
Q4 		$215K Buy
+4,688
New +$211K 0.05% 409
2022
Q3 		– Sell
-4,700
Closed -$220K – 484
2022
Q2 		$220K Hold
4,700
– – 0.04% 468
2022
Q1 		$239K Hold
4,700
– – 0.04% 480
2021
Q4 		$224K Buy
+4,700
New +$221K 0.04% 448
2020
Q1 		– Sell
-5,341
Closed -$256K – 513
2019
Q4 		$256K Hold
5,341
– – 0.06% 377
2019
Q3 		$248K Hold
5,341
– – 0.06% 360
2019
Q2 		$247K Buy
5,341
+420
+9% +$19K 0.05% 393
2019
Q1 		$221K Buy
+4,921
New +$211K 0.05% 395

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

Institute for Wealth Management's IGF Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares Global Infrastructure ETF (IGF) stake by 1.4% in Q2 2026, selling an estimated $4.03K and leaving 4,203 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #441.

Institute for Wealth Management first reported a position in IGF in Q1 2019 and has held it in 22 quarters since. The position peaked at $286K in Q1 2026. 433 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

  • Institute for Wealth Management held 4,203 shares of iShares Global Infrastructure ETF worth $280K as of Q2 2026.
  • Institute for Wealth Management sold 60 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $4.03K.
  • iShares Global Infrastructure ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #441 holding.
  • Institute for Wealth Management first reported a position in iShares Global Infrastructure ETF in Q1 2019 and has held it in 22 quarters since.
  • Institute for Wealth Management's iShares Global Infrastructure ETF position peaked at $286K in Q1 2026.
  • 433 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.