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 Q3	$1.79M	Buy	29,002 +7,646	+36%	+$500K	0.22%	45
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Symphony Financial Houston, Texas $1.12B AUM 22.7% 1-Year Est. Return

Element Pointe Advisors Miami, Florida $709M AUM 14.96% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Lee Financial's IGF Position: Q3 2026 in Review

Lee Financial increased its iShares Global Infrastructure ETF (IGF) stake by 36% in Q3 2026, buying an estimated $500K and bringing the position to 29,002 shares worth $1.79M. The position accounts for 0.22% of the portfolio, ranked #45.

Lee Financial first reported a position in IGF in Q4 2016 and has held it in 13 quarters since. 98 funds tracked by Wall St. Rank hold IGF as of Q3 2026.

Lee Financial held 29,002 shares of iShares Global Infrastructure ETF worth $1.79M as of Q3 2026.
Lee Financial bought 7,646 iShares Global Infrastructure ETF shares in Q3 2026, an estimated $500K.
iShares Global Infrastructure ETF made up 0.22% of Lee Financial's portfolio in Q3 2026, its #45 holding.
Lee Financial first reported a position in iShares Global Infrastructure ETF in Q4 2016 and has held it in 13 quarters since.
98 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.