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

PlanVest 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 		$34.2K Buy
513
+83
+19% +$5.57K 0.02% 274
2026
Q1 		$28.8K Buy
+430
New +$28.2K 0.02% 281

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PlanVest Financial's IGF Position: Q2 2026 in Review

PlanVest Financial increased its iShares Global Infrastructure ETF (IGF) stake by 19% in Q2 2026, buying an estimated $5.57K and bringing the position to 513 shares worth $34.2K. The position accounts for 0.02% of the portfolio, ranked #274.

PlanVest Financial first reported a position in IGF in Q1 2026 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

  • PlanVest Financial held 513 shares of iShares Global Infrastructure ETF worth $34.2K as of Q2 2026.
  • PlanVest Financial bought 83 iShares Global Infrastructure ETF shares in Q2 2026, an estimated $5.57K.
  • iShares Global Infrastructure ETF made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #274 holding.
  • PlanVest Financial first reported a position in iShares Global Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.