Kovitz Investment Group Partners’s iShares Global Infrastructure ETF IGF Stock Holding History

Kovitz Investment Group Partners’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	$8.6M	Buy	129,095 +3,525	+3%	+$237K	0.19%	105
2026 Q1	$8.41M	Buy	+125,570	New	+$8.24M	0.2%	106
2025 Q4	–	Sell	-201,182	Closed	-$12.3M	–	852
2025 Q3	$12.3M	Sell	201,182 -9,951	-5%	-$597K	0.05%	295
2025 Q2	$12.5M	Buy	211,133 +49,846	+31%	+$2.85M	0.05%	268
2025 Q1	$8.82M	Sell	161,287 -32,918	-17%	-$1.77M	0.04%	296
2024 Q4	$10.2M	Buy	194,205 +50,880	+35%	+$2.75M	0.05%	264
2024 Q3	$7.8M	Sell	143,325 -22,257	-13%	-$1.14M	0.06%	267
2024 Q2	$7.93M	Sell	165,582 -17,404	-10%	-$844K	0.07%	213
2024 Q1	$8.71M	Buy	+182,986	New	+$8.41M	0.11%	138

Other funds holding IGF

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Kovitz Investment Group Partners's IGF Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares Global Infrastructure ETF (IGF) stake by 2.8% in Q2 2026, buying an estimated $237K and bringing the position to 129,095 shares worth $8.6M. The position accounts for 0.19% of the portfolio, ranked #105.

Kovitz Investment Group Partners first reported a position in IGF in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.5M in Q2 2025. 433 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

Kovitz Investment Group Partners held 129,095 shares of iShares Global Infrastructure ETF worth $8.6M as of Q2 2026.
Kovitz Investment Group Partners bought 3,525 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $237K.
iShares Global Infrastructure ETF made up 0.19% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #105 holding.
Kovitz Investment Group Partners first reported a position in iShares Global Infrastructure ETF in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's iShares Global Infrastructure ETF position peaked at $12.5M in Q2 2025.
433 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.