Lee Financial’s iShares Global Infrastructure ETF IGF Stock Holding History

Lee Financial’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	$1.42M	Buy	21,356 +1,601	+8%	+$107K	0.18%	58
2026 Q1	$1.32M	Buy	19,755 +5,155	+35%	+$338K	0.19%	58
2025 Q4	$896K	Buy	14,600 +2,685	+23%	+$166K	0.12%	85
2025 Q3	$728K	Buy	+11,915	New	+$715K	0.09%	104
2018 Q4	–	Sell	-210	Closed	-$9K	–	459
2018 Q3	$9K	Hold	210	–	–	﹤0.01%	344
2018 Q2	$9K	Hold	210	–	–	﹤0.01%	502
2018 Q1	$9K	Hold	210	–	–	﹤0.01%	496
2017 Q4	$9K	Hold	210	–	–	﹤0.01%	353
2017 Q3	$10K	Hold	210	–	–	﹤0.01%	333
2017 Q2	$9K	Hold	210	–	–	﹤0.01%	340
2017 Q1	$9K	Hold	210	–	–	﹤0.01%	291
2016 Q4	$8K	Buy	+210	New	+$8.27K	﹤0.01%	322

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

Lee Financial's IGF Position: Q2 2026 in Review

Lee Financial increased its iShares Global Infrastructure ETF (IGF) stake by 8.1% in Q2 2026, buying an estimated $107K and bringing the position to 21,356 shares worth $1.42M. The position accounts for 0.18% of the portfolio, ranked #58.

Lee Financial first reported a position in IGF in Q4 2016 and has held it in 12 quarters since. 435 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

Lee Financial held 21,356 shares of iShares Global Infrastructure ETF worth $1.42M as of Q2 2026.
Lee Financial bought 1,601 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $107K.
iShares Global Infrastructure ETF made up 0.18% of Lee Financial's portfolio in Q2 2026, its #58 holding.
Lee Financial first reported a position in iShares Global Infrastructure ETF in Q4 2016 and has held it in 12 quarters since.
435 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.