Gallagher Fiduciary Advisors, LLC IFGL — ISHARES TR

Ownership history in Gallagher Fiduciary Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Gallagher Fiduciary Advisors, LLC reported ISHARES TR (IFGL) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q4. The latest visible filing shows IFGL at 0.00% 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 IFGL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gallagher Fiduciary Advisors, LLC's position in ISHARES TR, 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

IFGL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q4

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.

IFGL stock page Gallagher Fiduciary Advisors, LLC fund profile Gallagher Fiduciary Advisors, LLC full holdings
How Gallagher Fiduciary Advisors, LLC held IFGL — position size vs. price
% of Fund (quarterly)    IFGL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 1,309,580 +1,253,907 +2252.3% 0.00% $59K 2026-05-15 $23.03
2025 Q4 REDUCED 95.5% -2.7% ✅ 55,673 -1,171,360 -95.5% 0.04% $1.3M 2026-02-17 $25.21
2025 Q2 ADDED — — — 1,227,033 +1,169,018 +2015.0% 0.00% $56K 2025-08-14 $22.40
2025 Q1 INITIATED — — — 58,015 — — 0.04% $1.1M 2025-05-15 $20.43

🏢 Other funds also holding IFGL

As of 2026 Q1 — sorted by position size

Payne Capital Management, LLC 0.51% Old Port Advisors 3Y 7Y 0.28% COURIER CAPITAL LLC 3Y 7Y 0.21% Dunhill Financial, LLC 0.19% Financial Alternatives, Inc 3Y 0.19% WESTBOURNE INVESTMENTS, INC. 0.15% Upper Left Wealth Management, LLC 3Y 0.14% Ariadne Wealth Management, LP 0.13% Prosperity Planning, Inc. 3Y 0.09% FLOW TRADERS U.S. LLC 3Y 7Y 0.05%

FAQ About Gallagher Fiduciary Advisors, LLC and IFGL

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

How long has Gallagher Fiduciary Advisors, LLC reported owning IFGL?

Gallagher Fiduciary Advisors, LLC reported IFGL across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported IFGL position in Gallagher Fiduciary Advisors, LLC's portfolio?

The largest reported portfolio weight for IFGL was 0.04% in 2025 Q4.

What is the latest reported IFGL position on this page?

The most recent filing on this page is 2026 Q1, when Gallagher Fiduciary Advisors, LLC reported 1,309,580 shares, equal to 0.00% of portfolio, with an estimated market value of $59K.

What does the chart on this IFGL ownership page compare?

The chart compares Gallagher Fiduciary Advisors, LLC's quarterly IFGL 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 Gallagher Fiduciary Advisors, LLC time their IFGL position?

Based on 13F filing dates vs. subsequent IFGL price moves, Gallagher Fiduciary Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IFGL relative to SPY over the holding period was -11.0%.

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