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

Partnership 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
2024
Q4 		– Sell
-1,671
Closed -$91K – 120
2024
Q3 		$91K Hold
1,671
– – 0.06% 96
2024
Q2 		$80.1K Hold
1,671
– – 0.06% 126
2024
Q1 		$79.6K Hold
1,671
– – 0.06% 130
2023
Q4 		$75.8K Buy
+1,671
New +$74.3K 0.06% 132

Other funds holding IGF

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Partnership Wealth Management's IGF Position: Q4 2024 in Review

Partnership Wealth Management sold out of iShares Global Infrastructure ETF (IGF) in Q4 2024, closing a stake of 1,671 shares — an estimated $91K sold.

Partnership Wealth Management first reported a position in IGF in Q4 2023 and held it in 4 quarters. The position peaked at $91K in Q3 2024. 275 funds tracked by Wall St. Rank hold IGF as of Q4 2024.

  • Partnership Wealth Management reported no remaining iShares Global Infrastructure ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 1,671 iShares Global Infrastructure ETF shares in Q4 2024, an estimated $91K.
  • Partnership Wealth Management first reported a position in iShares Global Infrastructure ETF in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's iShares Global Infrastructure ETF position peaked at $91K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.