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Capital Analysts LLC’s iShares US Infrastructure ETF IFRA Stock Holding History

Capital Analysts LLC’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
Q3 		– Sell
-12
Closed -$1K – 1458
2025
Q2 		$1K Sell
12
-8
-40% -$372 ﹤0.01% 1353
2025
Q1 		$1K Sell
20
-17,217
-100% -$803K ﹤0.01% 1335
2024
Q4 		$798K Buy
17,237
+1,017
+6% +$49.2K 0.03% 267
2024
Q3 		$762K Sell
16,220
-3,988
-20% -$178K 0.03% 275
2024
Q2 		$851K Buy
20,208
+2,561
+15% +$110K 0.04% 267
2024
Q1 		$765K Sell
17,647
-1,704
-9% -$68.4K 0.04% 276
2023
Q4 		$779K Buy
19,351
+127
+0.7% +$4.73K 0.04% 260
2023
Q3 		$703K Sell
19,224
-32,663
-63% -$1.27M 0.04% 259
2023
Q2 		$2.03M Buy
51,887
+433
+0.8% +$16.2K 0.11% 158
2023
Q1 		$1.92M Buy
51,454
+3,334
+7% +$126K 0.11% 164
2022
Q4 		$1.75M Buy
48,120
+3,961
+9% +$142K 0.11% 171
2022
Q3 		$1.42M Buy
44,159
+34,546
+359% +$1.25M 0.1% 182
2022
Q2 		$327K Buy
9,613
+9,233
+2,430% +$341K 0.02% 295
2022
Q1 		$15K Hold
380
– – ﹤0.01% 703
2021
Q4 		$15K Buy
380
+40
+12% +$1.47K ﹤0.01% 763
2021
Q3 		$12K Buy
+340
New +$12.1K ﹤0.01% 767

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Capital Analysts LLC's IFRA Position: Q3 2025 in Review

Capital Analysts LLC sold out of iShares US Infrastructure ETF (IFRA) in Q3 2025, closing a stake of 12 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in IFRA in Q3 2021 and held it in 16 quarters. The position peaked at $2.03M in Q2 2023. 340 funds tracked by Wall St. Rank hold IFRA as of Q3 2025.

  • Capital Analysts LLC reported no remaining iShares US Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 12 iShares US Infrastructure ETF shares in Q3 2025, an estimated $1K.
  • Capital Analysts LLC first reported a position in iShares US Infrastructure ETF in Q3 2021 and held it in 16 quarters.
  • Capital Analysts LLC's iShares US Infrastructure ETF position peaked at $2.03M in Q2 2023.
  • 340 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2025.

Based on Capital Analysts LLC's 13F filing for Q3 2025, filed 14 Nov 2025.