AWM
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AE Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

AE Wealth Management’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
2026
Q2 		$688K Buy
10,910
+1,038
+11% +$63.3K ﹤0.01% 1071
2026
Q1 		$565K Buy
9,872
+1,779
+22% +$102K ﹤0.01% 1050
2025
Q4 		$426K Sell
8,093
-590
-7% -$31.2K ﹤0.01% 1132
2025
Q3 		$459K Sell
8,683
-1,637
-16% -$84K ﹤0.01% 1010
2025
Q2 		$508K Sell
10,320
-10,424
-50% -$485K ﹤0.01% 917
2025
Q1 		$935K Sell
20,744
-139,200
-87% -$6.49M 0.01% 718
2024
Q4 		$7.4M Buy
159,944
+8,549
+6% +$414K 0.06% 275
2024
Q3 		$7.11M Buy
151,395
+5,121
+4% +$228K 0.06% 278
2024
Q2 		$6.16M Buy
146,274
+13,343
+10% +$573K 0.06% 289
2024
Q1 		$5.76M Sell
132,931
-119,117
-47% -$4.78M 0.07% 274
2023
Q4 		$9.79M Buy
252,048
+32,901
+15% +$1.23M 0.05% 399
2023
Q3 		$8.02M Buy
219,147
+29,856
+16% +$1.16M 0.05% 438
2023
Q2 		$7.4M Buy
189,291
+16,661
+10% +$622K 0.04% 443
2023
Q1 		$6.44M Buy
172,630
+9,544
+6% +$360K 0.04% 447
2022
Q4 		$5.91M Sell
163,086
-14,359
-8% -$514K 0.04% 434
2022
Q3 		$5.72M Sell
177,445
-41,040
-19% -$1.48M 0.05% 402
2022
Q2 		$7.44M Buy
218,485
+186,604
+585% +$6.89M 0.06% 338
2022
Q1 		$1.24M Buy
+31,881
New +$1.19M 0.01% 853

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

AE Wealth Management's IFRA Position: Q2 2026 in Review

AE Wealth Management increased its iShares US Infrastructure ETF (IFRA) stake by 11% in Q2 2026, buying an estimated $63.3K and bringing the position to 10,910 shares worth $688K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

AE Wealth Management first reported a position in IFRA in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.79M in Q4 2023. 428 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • AE Wealth Management held 10,910 shares of iShares US Infrastructure ETF worth $688K as of Q2 2026.
  • AE Wealth Management bought 1,038 iShares US Infrastructure ETF shares in Q2 2026, an estimated $63.3K.
  • iShares US Infrastructure ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1071 holding.
  • AE Wealth Management first reported a position in iShares US Infrastructure ETF in Q1 2022 and has held it in 18 quarters since.
  • AE Wealth Management's iShares US Infrastructure ETF position peaked at $9.79M in Q4 2023.
  • 428 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.