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Waverly Advisors’s iShares Global Infrastructure ETF IGF Stock Holding History

Waverly 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 		$831K Hold
12,479
– – ﹤0.01% 957
2026
Q1 		$836K Buy
12,479
+169
+1% +$11.1K 0.01% 884
2025
Q4 		$755K Buy
12,310
+924
+8% +$57K 0.01% 854
2025
Q3 		$696K Hold
11,386
– – 0.01% 745
2025
Q2 		$674K Sell
11,386
-66
-0.6% -$3.77K 0.01% 728
2025
Q1 		$626K Buy
+11,452
New +$614K 0.01% 722

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
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 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

Waverly Advisors's IGF Position: Q2 2026 in Review

Waverly Advisors held its iShares Global Infrastructure ETF (IGF) position steady in Q2 2026 at 12,479 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Waverly Advisors first reported a position in IGF in Q1 2025 and has held it in 6 quarters since. The position peaked at $836K in Q1 2026. 433 funds tracked by Wall St. Rank hold IGF as of Q2 2026.

  • Waverly Advisors held 12,479 shares of iShares Global Infrastructure ETF worth $831K as of Q2 2026.
  • Waverly Advisors left its iShares Global Infrastructure ETF share count unchanged in Q2 2026.
  • iShares Global Infrastructure ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #957 holding.
  • Waverly Advisors first reported a position in iShares Global Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's iShares Global Infrastructure ETF position peaked at $836K in Q1 2026.
  • 433 funds tracked by Wall St. Rank held iShares Global Infrastructure ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.