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Atria Wealth Solutions’s iShares US Infrastructure ETF IFRA Stock Holding History

Atria Wealth Solutions’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
Q2 		$1.8M Buy
35,961
+2,858
+9% +$133K 0.04% 450
2025
Q1 		$1.49M Sell
33,103
-92,765
-74% -$4.33M 0.02% 740
2024
Q4 		$5.83M Buy
125,868
+1,352
+1% +$65.5K 0.06% 318
2024
Q3 		$5.85M Buy
124,516
+4,214
+4% +$188K 0.06% 306
2024
Q2 		$5.07M Buy
120,302
+9,263
+8% +$398K 0.06% 341
2024
Q1 		$4.81M Sell
111,039
-8,486
-7% -$341K 0.05% 351
2023
Q4 		$4.81M Buy
119,525
+10,866
+10% +$405K 0.06% 322
2023
Q3 		$4M Buy
108,659
+2,035
+2% +$79.1K 0.06% 346
2023
Q2 		$4.17M Buy
106,624
+1,708
+2% +$63.8K 0.06% 336
2023
Q1 		$3.92M Buy
104,916
+1,946
+2% +$73.5K 0.06% 327
2022
Q4 		$3.73M Buy
102,970
+107
+0.1% +$3.83K 0.06% 322
2022
Q3 		$3.32M Sell
102,863
-34,791
-25% -$1.26M 0.06% 325
2022
Q2 		$4.69M Buy
137,654
+108,138
+366% +$3.99M 0.09% 245
2022
Q1 		$1.15M Buy
+29,516
New +$1.1M 0.02% 672

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Atria Wealth Solutions's IFRA Position: Q2 2025 in Review

Atria Wealth Solutions increased its iShares US Infrastructure ETF (IFRA) stake by 8.6% in Q2 2025, buying an estimated $133K and bringing the position to 35,961 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #450.

Atria Wealth Solutions first reported a position in IFRA in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.85M in Q3 2024. 344 funds tracked by Wall St. Rank hold IFRA as of Q2 2025.

  • Atria Wealth Solutions held 35,961 shares of iShares US Infrastructure ETF worth $1.8M as of Q2 2025.
  • Atria Wealth Solutions bought 2,858 iShares US Infrastructure ETF shares in Q2 2025, an estimated $133K.
  • iShares US Infrastructure ETF made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #450 holding.
  • Atria Wealth Solutions first reported a position in iShares US Infrastructure ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares US Infrastructure ETF position peaked at $5.85M in Q3 2024.
  • 344 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.