Valeo Financial Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History

Valeo Financial Advisors’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	$1.45M	Buy	+21,793	New	+$1.46M	0.03%	238
2021 Q2	–	Sell	-134	Closed	-$6K	–	1115
2021 Q1	$6K	Buy	+134	New	+$5.92K	﹤0.01%	1508
2020 Q4	–	Sell	-1,493	Closed	-$58K	–	1756
2020 Q3	$58K	Sell	1,493 -243	-14%	-$9.58K	0.01%	615
2020 Q2	$66K	Sell	1,736 -709	-29%	-$26.4K	0.01%	628
2020 Q1	$90K	Buy	2,445 +81	+3%	+$3.59K	0.01%	451
2019 Q4	$113K	Buy	2,364 +197	+9%	+$9.25K	0.01%	438
2019 Q3	$101K	Hold	2,167	–	–	0.01%	435
2019 Q2	$100K	Buy	2,167 +36	+2%	+$1.63K	0.01%	438
2019 Q1	$96K	Buy	+2,131	New	+$91.4K	0.01%	418
2018 Q2	–	Sell	-500	Closed	-$21K	–	1683
2018 Q1	$21K	Hold	500	–	–	﹤0.01%	698
2017 Q4	$23K	Hold	500	–	–	﹤0.01%	638
2017 Q3	$23K	Buy	+500	New	+$22.6K	0.01%	537

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

Sincerus Advisory New York $147M AUM 23.39% 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