Advus Financial Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Advus Financial Partners’s Portfolio IFRA Stock Details IFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,232	Closed	-$208K	–	263
2025 Q2	$208K	Sell	4,232 -1,812	-30%	-$84.3K	0.05%	249
2025 Q1	$272K	Sell	6,044 -1,061	-15%	-$49.5K	0.08%	187
2024 Q4	$329K	Sell	7,105 -260	-4%	-$12.6K	0.09%	152
2024 Q3	$346K	Sell	7,365 -127	-2%	-$5.67K	0.1%	141
2024 Q2	$316K	Sell	7,492 -694	-8%	-$29.8K	0.1%	134
2024 Q1	$355K	Buy	8,186 +1,709	+26%	+$68.6K	0.11%	121
2023 Q4	$261K	Buy	+6,477	New	+$241K	0.09%	147
2023 Q3	–	Sell	-5,176	Closed	-$202K	–	158
2023 Q2	$202K	Buy	+5,176	New	+$193K	0.08%	158

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Advus Financial Partners's IFRA Position: Q3 2025 in Review

Advus Financial Partners sold out of iShares US Infrastructure ETF (IFRA) in Q3 2025, closing a stake of 4,232 shares — an estimated $208K sold.

Advus Financial Partners first reported a position in IFRA in Q2 2023 and held it in 8 quarters. The position peaked at $355K in Q1 2024. 339 funds tracked by Wall St. Rank hold IFRA as of Q3 2025.

Advus Financial Partners reported no remaining iShares US Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
Advus Financial Partners sold 4,232 iShares US Infrastructure ETF shares in Q3 2025, an estimated $208K.
Advus Financial Partners first reported a position in iShares US Infrastructure ETF in Q2 2023 and held it in 8 quarters.
Advus Financial Partners's iShares US Infrastructure ETF position peaked at $355K in Q1 2024.
339 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2025.

Based on Advus Financial Partners's 13F filing for Q3 2025, filed 25 Aug 2026.