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Total Wealth Planning’s iShares Global Infrastructure ETF IGF Stock Holding History

Total Wealth Planning’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
Q4 		$370K Sell
6,037
-75,854
-93% -$4.68M 0.79% 29
2025
Q3 		$5.01M Buy
81,891
+1,164
+1% +$69.8K 0.58% 33
2025
Q2 		$4.78M Sell
80,727
-1,659
-2% -$94.7K 0.6% 32
2025
Q1 		$4.5M Sell
82,386
-2,659
-3% -$143K 0.69% 26
2024
Q4 		$4.45M Sell
85,045
-3,156
-4% -$170K 0.69% 27
2024
Q3 		$4.8M Sell
88,201
-3,733
-4% -$191K 0.75% 27
2024
Q2 		$4.58M Buy
91,934
+2,200
+2% +$107K 0.75% 27
2024
Q1 		$4.27M Buy
89,734
+3,352
+4% +$154K 0.73% 28
2023
Q4 		$4.06M Buy
86,382
+4,776
+6% +$212K 0.74% 29
2023
Q3 		$3.53M Buy
81,606
+4,760
+6% +$219K 0.72% 35
2023
Q2 		$3.61M Buy
76,846
+296
+0.4% +$14.1K 0.75% 33
2023
Q1 		$3.65M Buy
76,550
+956
+1% +$45.2K 0.81% 31
2022
Q4 		$3.47M Buy
75,594
+48,565
+180% +$2.18M 0.86% 30
2022
Q3 		$1.13M Buy
27,029
+3,213
+13% +$151K 0.32% 39
2022
Q2 		$1.11M Sell
23,816
-1,424
-6% -$70.4K 0.32% 39
2022
Q1 		$1.28M Sell
25,240
-11,189
-31% -$536K 0.35% 39
2021
Q4 		$1.63M Buy
36,429
+9,185
+34% +$432K 1.01% 19
2021
Q3 		$1.25M Sell
27,244
-570
-2% -$26.3K 0.45% 22
2021
Q2 		$1.26M Sell
27,814
-2,319
-8% -$108K 0.5% 20
2021
Q1 		$1.36M Sell
30,133
-290
-1% -$12.8K 0.58% 20
2020
Q4 		$1.33M Sell
30,423
-229
-0.7% -$9.6K 0.61% 20
2020
Q3 		$1.18M Sell
30,652
-340
-1% -$13.4K 0.61% 20
2020
Q2 		$1.19M Buy
30,992
+9,191
+42% +$342K 0.66% 20
2020
Q1 		$745K Sell
21,801
-13,682
-39% -$606K 0.48% 23
2019
Q4 		$1.7M Buy
35,483
+109
+0.3% +$5.12K 0.91% 19
2019
Q3 		$1.64M Buy
35,374
+274
+0.8% +$12.6K 0.93% 19
2019
Q2 		$1.62M Sell
35,100
-1,329
-4% -$60.2K 0.96% 19
2019
Q1 		$1.63M Sell
36,429
-2,388
-6% -$102K 1.01% 19
2018
Q4 		$1.53M Buy
+38,817
New +$1.59M 1.06% 19

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Total Wealth Planning's IGF Position: Q4 2025 in Review

Total Wealth Planning reduced its iShares Global Infrastructure ETF (IGF) stake by 93% in Q4 2025, selling an estimated $4.68M and leaving 6,037 shares worth $370K. The position accounts for 0.79% of the portfolio, ranked #29.

Total Wealth Planning first reported a position in IGF in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.01M in Q3 2025. 382 funds tracked by Wall St. Rank hold IGF as of Q4 2025.

  • Total Wealth Planning held 6,037 shares of iShares Global Infrastructure ETF worth $370K as of Q4 2025.
  • Total Wealth Planning sold 75,854 iShares Global Infrastructure ETF shares in Q4 2025, an estimated $4.68M.
  • iShares Global Infrastructure ETF made up 0.79% of Total Wealth Planning's portfolio in Q4 2025, its #29 holding.
  • Total Wealth Planning first reported a position in iShares Global Infrastructure ETF in Q4 2018 and has held it in 29 quarters since.
  • Total Wealth Planning's iShares Global Infrastructure ETF position peaked at $5.01M in Q3 2025.
  • 382 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.