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 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 $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Lee Financial's IGF Position: Q1 2026 in Review

Lee Financial increased its iShares Global Infrastructure ETF (IGF) stake by 35% in Q1 2026, buying an estimated $338K and bringing the position to 19,755 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #58.

Lee Financial first reported a position in IGF in Q4 2016 and has held it in 11 quarters since. 405 funds tracked by Wall St. Rank hold IGF as of Q1 2026.

Lee Financial held 19,755 shares of iShares Global Infrastructure ETF worth $1.32M as of Q1 2026.
Lee Financial bought 5,155 iShares Global Infrastructure ETF shares in Q1 2026, an estimated $338K.
iShares Global Infrastructure ETF made up 0.19% of Lee Financial's portfolio in Q1 2026, its #58 holding.
Lee Financial first reported a position in iShares Global Infrastructure ETF in Q4 2016 and has held it in 11 quarters since.
405 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.