AWE
IFRA icon

Avidian Wealth Enterprises’s iShares US Infrastructure ETF IFRA Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$2.37M Buy
43,107
+28,898
+203% +$1.73M 0.07% 189
2026
Q2 		$896K Sell
14,209
-16,282
-53% -$993K 0.02% 347
2026
Q1 		$1.74M Sell
30,491
-1,596
-5% -$91.8K 0.06% 215
2025
Q4 		$1.69M Sell
32,087
-97
-0.3% -$5.13K 0.06% 163
2025
Q3 		$1.7M Buy
32,184
+6
+0% +$308 0.06% 159
2025
Q2 		$1.58M Sell
32,178
-1,555
-5% -$72.3K 0.06% 156
2025
Q1 		$1.52M Sell
33,733
-30,787
-48% -$1.44M 0.07% 153
2024
Q4 		$2.99M Sell
64,520
-2,758
-4% -$134K 0.13% 95
2024
Q3 		$3.16M Sell
67,278
-3,789
-5% -$169K 0.14% 89
2024
Q2 		$2.99M Buy
71,067
+58,034
+445% +$2.49M 0.12% 93
2024
Q1 		$565K Sell
13,033
-1,156
-8% -$46.4K 0.03% 246
2023
Q4 		$571K Buy
14,189
+1,056
+8% +$39.3K 0.04% 242
2023
Q3 		$481K Buy
13,133
+433
+3% +$16.8K 0.03% 264
2023
Q2 		$496K Buy
12,700
+2,541
+25% +$94.9K 0.03% 267
2023
Q1 		$379K Sell
10,159
-444
-4% -$16.8K 0.02% 344
2022
Q4 		$384K Buy
10,603
+1,039
+11% +$37.2K 0.03% 316
2022
Q3 		$308K Sell
9,564
-3,995
-29% -$144K 0.02% 316
2022
Q2 		$462K Buy
+13,559
New +$501K 0.03% 276

Other funds holding IFRA

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIA
Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Avidian Wealth Enterprises's IFRA Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares US Infrastructure ETF (IFRA) stake by 203% in Q3 2026, buying an estimated $1.73M and bringing the position to 43,107 shares worth $2.37M. The position accounts for 0.07% of the portfolio, ranked #189.

Avidian Wealth Enterprises first reported a position in IFRA in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.16M in Q3 2024. 19 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

  • Avidian Wealth Enterprises held 43,107 shares of iShares US Infrastructure ETF worth $2.37M as of Q3 2026.
  • Avidian Wealth Enterprises bought 28,898 iShares US Infrastructure ETF shares in Q3 2026, an estimated $1.73M.
  • iShares US Infrastructure ETF made up 0.07% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #189 holding.
  • Avidian Wealth Enterprises first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 18 quarters since.
  • Avidian Wealth Enterprises's iShares US Infrastructure ETF position peaked at $3.16M in Q3 2024.
  • 19 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.