Collier Financial IGF β€” ISHARES GLOBAL

Ownership history in Collier Financial  Β·  4 quarters on record

AI Ownership Summary

Collier Financial reported ISHARES GLOBAL (IGF) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows IGF at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Collier Financial's position in ISHARES GLOBAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IGF was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Collier Financial held IGF β€” position size vs. price
% of Fund (quarterly)    IGF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 3,345 +595 +21.6% 0.17% $224K 2026-05-12 $67.37
2025 Q4 ADDED β€” β€” β€” 2,750 +136 +5.2% 0.13% $169K 2026-02-12 $67.39
2025 Q3 ADDED β€” β€” β€” 2,614 +2,473 +1753.9% 0.12% $160K 2025-11-05 $60.38
2025 Q1 INITIATED β€” β€” β€” 141 β€” β€” 0.01% $8K 2025-04-15 $52.87

FAQ About Collier Financial and IGF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Collier Financial reported owning IGF?

Collier Financial reported IGF across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported IGF position in Collier Financial's portfolio?

The largest reported portfolio weight for IGF was 0.17% in 2026 Q1.

What is the latest reported IGF position on this page?

The most recent filing on this page is 2026 Q1, when Collier Financial reported 3,345 shares, equal to 0.17% of portfolio, with an estimated market value of $224K.

What does the chart on this IGF ownership page compare?

The chart compares Collier Financial's quarterly IGF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Collier Financial time their IGF position?

Based on 13F filing dates vs. subsequent IGF price moves, Collier Financial correctly timed 2 out of 3 reported position changes (67%).

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