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

Apollon 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
Q1 		$668K Sell
11,679
-22
-0.2% -$1.26K 0.01% 748
2025
Q4 		$616K Sell
11,701
-180
-2% -$9.51K 0.01% 752
2025
Q3 		$628K Sell
11,881
-1,403
-11% -$72K 0.01% 742
2025
Q2 		$653K Sell
13,284
-401
-3% -$18.7K 0.01% 698
2025
Q1 		$617K Sell
13,685
-8,935
-40% -$417K 0.01% 658
2024
Q4 		$1.05M Buy
22,620
+1,769
+8% +$85.6K 0.02% 496
2024
Q3 		$979K Buy
20,851
+1,070
+5% +$47.7K 0.03% 500
2024
Q2 		$833K Sell
19,781
-18,061
-48% -$776K 0.03% 521
2024
Q1 		$1.64M Buy
37,842
+1,423
+4% +$57.1K 0.05% 337
2023
Q4 		$1.47M Buy
36,419
+2,491
+7% +$92.8K 0.05% 339
2023
Q3 		$1.24M Sell
33,928
-5,139
-13% -$200K 0.06% 303
2023
Q2 		$1.53M Sell
39,067
-3,910
-9% -$146K 0.07% 276
2023
Q1 		$1.6M Sell
42,977
-657
-2% -$24.8K 0.1% 217
2022
Q4 		$1.58M Buy
43,634
+28,621
+191% +$1.02M 0.11% 194
2022
Q3 		$484K Sell
15,013
-2,864
-16% -$103K 0.04% 454
2022
Q2 		$609K Buy
17,877
+11,949
+202% +$441K 0.05% 386
2022
Q1 		$231K Buy
5,928
+558
+10% +$20.8K 0.02% 658
2021
Q4 		$205K Buy
+5,370
New +$197K 0.02% 699

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Apollon Wealth Management's IFRA Position: Q1 2026 in Review

Apollon Wealth Management reduced its iShares US Infrastructure ETF (IFRA) stake by 0.19% in Q1 2026, selling an estimated $1.26K and leaving 11,679 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #748.

Apollon Wealth Management first reported a position in IFRA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.64M in Q1 2024. 395 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

  • Apollon Wealth Management held 11,679 shares of iShares US Infrastructure ETF worth $668K as of Q1 2026.
  • Apollon Wealth Management sold 22 iShares US Infrastructure ETF shares in Q1 2026, an estimated $1.26K.
  • iShares US Infrastructure ETF made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #748 holding.
  • Apollon Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2021 and has held it in 18 quarters since.
  • Apollon Wealth Management's iShares US Infrastructure ETF position peaked at $1.64M in Q1 2024.
  • 395 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.