Marks Group Wealth Management’s iShares Global Infrastructure ETF IGF Stock Holding History

Marks Group 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
2025 Q1	–	Sell	-16,030	Closed	-$838K	–	306
2024 Q4	$838K	Buy	16,030 +525	+3%	+$28.4K	0.08%	181
2024 Q3	$844K	Sell	15,505 -401	-3%	-$20.5K	0.08%	183
2024 Q2	$762K	Sell	15,906 -9,850	-38%	-$477K	0.08%	186
2024 Q1	$1.23M	Buy	25,756 +1,136	+5%	+$52.2K	0.13%	153
2023 Q4	$1.16M	Buy	24,620 +10,618	+76%	+$472K	0.13%	156
2023 Q3	$606K	Sell	14,002 -7,783	-36%	-$358K	0.08%	193
2023 Q2	$1.02M	Buy	21,785 +939	+5%	+$44.8K	0.12%	162
2023 Q1	$994K	Buy	20,846 +1,761	+9%	+$83.3K	0.13%	161
2022 Q4	$875K	Buy	+19,085	New	+$858K	0.12%	170

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

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Marks Group Wealth Management's IGF Position: Q1 2025 in Review

Marks Group Wealth Management sold out of iShares Global Infrastructure ETF (IGF) in Q1 2025, closing a stake of 16,030 shares — an estimated $838K sold.

Marks Group Wealth Management first reported a position in IGF in Q4 2022 and held it in 9 quarters. The position peaked at $1.23M in Q1 2024. 290 funds tracked by Wall St. Rank hold IGF as of Q1 2025.

Marks Group Wealth Management reported no remaining iShares Global Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
Marks Group Wealth Management sold 16,030 iShares Global Infrastructure ETF shares in Q1 2025, an estimated $838K.
Marks Group Wealth Management first reported a position in iShares Global Infrastructure ETF in Q4 2022 and held it in 9 quarters.
Marks Group Wealth Management's iShares Global Infrastructure ETF position peaked at $1.23M in Q1 2024.
290 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q1 2025.

Based on Marks Group Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.