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Capstone Financial Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Capstone Financial Advisors’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
Q1 		$376K Buy
6,581
+32
+0.5% +$1.84K 0.02% 125
2025
Q4 		$345K Buy
6,549
+67
+1% +$3.54K 0.02% 127
2025
Q3 		$342K Buy
+6,482
New +$333K 0.02% 130

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Capstone Financial Advisors's IFRA Position: Q1 2026 in Review

Capstone Financial Advisors increased its iShares US Infrastructure ETF (IFRA) stake by 0.49% in Q1 2026, buying an estimated $1.84K and bringing the position to 6,581 shares worth $376K. The position accounts for 0.02% of the portfolio, ranked #125.

Capstone Financial Advisors first reported a position in IFRA in Q3 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

  • Capstone Financial Advisors held 6,581 shares of iShares US Infrastructure ETF worth $376K as of Q1 2026.
  • Capstone Financial Advisors bought 32 iShares US Infrastructure ETF shares in Q1 2026, an estimated $1.84K.
  • iShares US Infrastructure ETF made up 0.02% of Capstone Financial Advisors's portfolio in Q1 2026, its #125 holding.
  • Capstone Financial Advisors first reported a position in iShares US Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.