Sincerus Advisory’s iShares Global Infrastructure ETF IGF Stock Holding History

Sincerus Advisory’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	$1.74M	Buy	26,108 +999	+4%	+$67.1K	1.18%	26
2026 Q1	$1.68M	Buy	25,109 +2,438	+11%	+$160K	1.28%	24
2025 Q4	$1.39M	Buy	22,671 +5,632	+33%	+$348K	1.12%	27
2025 Q3	$1.04M	Buy	17,039 +4,193	+33%	+$252K	0.89%	35
2025 Q2	$763K	Buy	12,846 +1,170	+10%	+$66.8K	0.72%	35
2025 Q1	$638K	Sell	11,676 -220	-2%	-$11.8K	0.67%	37
2024 Q4	$622K	Buy	+11,896	New	+$643K	0.67%	38

Other funds holding IGF

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return