Caldwell Trust
IFRA icon

Caldwell Trust’s iShares US Infrastructure ETF IFRA Stock Holding History

Caldwell Trust’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 		$1.98K Hold
36
– – ﹤0.01% 771
2026
Q2 		$2.27K Hold
36
– – ﹤0.01% 764
2026
Q1 		$2.06K Hold
36
– – ﹤0.01% 757
2025
Q4 		$1.89K Hold
36
– – ﹤0.01% 731
2025
Q3 		$1.9K Hold
36
– – ﹤0.01% 723
2025
Q2 		$1.77K Hold
36
– – ﹤0.01% 720
2025
Q1 		$1.62K Hold
36
– – ﹤0.01% 728
2024
Q4 		$1.67K Buy
+36
New +$1.74K ﹤0.01% 688

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Wealthcare Advisory Partners
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Laurel Wealth Planning
Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return
Sage Private Wealth Group
Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
Cambridge Investment Research Advisors
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Fifth Third Securities
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Caldwell Trust's IFRA Position: Q3 2026 in Review

Caldwell Trust held its iShares US Infrastructure ETF (IFRA) position steady in Q3 2026 at 36 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Caldwell Trust first reported a position in IFRA in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.27K in Q2 2026. 184 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

  • Caldwell Trust held 36 shares of iShares US Infrastructure ETF worth $1.98K as of Q3 2026.
  • Caldwell Trust left its iShares US Infrastructure ETF share count unchanged in Q3 2026.
  • iShares US Infrastructure ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #771 holding.
  • Caldwell Trust first reported a position in iShares US Infrastructure ETF in Q4 2024 and has held it in 8 quarters since.
  • Caldwell Trust's iShares US Infrastructure ETF position peaked at $2.27K in Q2 2026.
  • 184 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.