AWE
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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
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

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

Avidian Wealth Enterprises's IFRA Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares US Infrastructure ETF (IFRA) stake by 53% in Q2 2026, selling an estimated $993K and leaving 14,209 shares worth $896K. The position accounts for 0.02% of the portfolio, ranked #347.

Avidian Wealth Enterprises first reported a position in IFRA in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.16M in Q3 2024. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Avidian Wealth Enterprises held 14,209 shares of iShares US Infrastructure ETF worth $896K as of Q2 2026.
  • Avidian Wealth Enterprises sold 16,282 iShares US Infrastructure ETF shares in Q2 2026, an estimated $993K.
  • iShares US Infrastructure ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #347 holding.
  • Avidian Wealth Enterprises first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 17 quarters since.
  • Avidian Wealth Enterprises's iShares US Infrastructure ETF position peaked at $3.16M in Q3 2024.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.