Avantax Advisory Services’s iShares US Infrastructure ETF IFRA Stock Holding History

Avantax Advisory Services’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	$1.96M	Buy	39,797 +16,194	+69%	+$753K	0.01%	811
2025 Q1	$1.06M	Sell	23,603 -45,891	-66%	-$2.14M	0.01%	1052
2024 Q4	$3.22M	Buy	69,494 +2,009	+3%	+$97.3K	0.02%	537
2024 Q3	$3.17M	Buy	67,485 +3,966	+6%	+$177K	0.02%	522
2024 Q2	$2.68M	Buy	63,519 +4,734	+8%	+$203K	0.02%	563
2024 Q1	$2.55M	Sell	58,785 -1,839	-3%	-$73.8K	0.02%	479
2023 Q4	$2.44M	Sell	60,624 -5,494	-8%	-$205K	0.02%	453
2023 Q3	$2.42M	Buy	66,118 +6,080	+10%	+$236K	0.03%	408
2023 Q2	$2.35M	Sell	60,038 -2,904	-5%	-$108K	0.03%	412
2023 Q1	$2.35M	Buy	62,942 +3,982	+7%	+$150K	0.03%	396
2022 Q4	$2.14M	Buy	58,960 +4,921	+9%	+$176K	0.03%	406
2022 Q3	$1.74M	Sell	54,039 -471	-0.9%	-$17K	0.03%	404
2022 Q2	$1.86M	Buy	54,510 +33,027	+154%	+$1.22M	0.03%	393
2022 Q1	$838K	Buy	21,483 +3,424	+19%	+$128K	0.01%	604
2021 Q4	$691K	Buy	18,059 +6,630	+58%	+$243K	0.01%	645
2021 Q3	$389K	Buy	11,429 +1,503	+15%	+$53.5K	0.01%	812
2021 Q2	$353K	Buy	+9,926	New	+$356K	0.01%	839

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Avantax Advisory Services's IFRA Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares US Infrastructure ETF (IFRA) stake by 69% in Q2 2025, buying an estimated $753K and bringing the position to 39,797 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #811.

Avantax Advisory Services first reported a position in IFRA in Q2 2021 and has held it in 17 quarters since. The position peaked at $3.22M in Q4 2024. 343 funds tracked by Wall St. Rank hold IFRA as of Q2 2025.

Avantax Advisory Services held 39,797 shares of iShares US Infrastructure ETF worth $1.96M as of Q2 2025.
Avantax Advisory Services bought 16,194 iShares US Infrastructure ETF shares in Q2 2025, an estimated $753K.
iShares US Infrastructure ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #811 holding.
Avantax Advisory Services first reported a position in iShares US Infrastructure ETF in Q2 2021 and has held it in 17 quarters since.
Avantax Advisory Services's iShares US Infrastructure ETF position peaked at $3.22M in Q4 2024.
343 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.