Cascade Financial Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Cascade Financial Partners’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	$1.35M	Sell	21,359 -200	-0.9%	-$12.2K	0.12%	105
2026 Q1	$1.23M	Buy	21,559 +5,400	+33%	+$311K	0.13%	107
2025 Q4	$850K	Hold	16,159	–	–	0.09%	129
2025 Q3	$854K	Hold	16,159	–	–	0.1%	129
2025 Q2	$795K	Buy	16,159 +6,069	+60%	+$282K	0.1%	128
2025 Q1	$455K	Hold	10,090	–	–	0.06%	161
2024 Q4	$467K	Buy	10,090 +150	+2%	+$7.26K	0.06%	146
2024 Q3	$472K	Buy	9,940 +1,900	+24%	+$84.8K	0.06%	146
2024 Q2	$339K	Hold	8,040	–	–	0.04%	167
2024 Q1	$338K	Buy	+8,040	New	+$323K	0.05%	170

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Cascade Financial Partners's IFRA Position: Q2 2026 in Review

Cascade Financial Partners reduced its iShares US Infrastructure ETF (IFRA) stake by 0.93% in Q2 2026, selling an estimated $12.2K and leaving 21,359 shares worth $1.35M. The position accounts for 0.12% of the portfolio, ranked #105.

Cascade Financial Partners first reported a position in IFRA in Q1 2024 and has held it in 10 quarters since. 430 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Cascade Financial Partners held 21,359 shares of iShares US Infrastructure ETF worth $1.35M as of Q2 2026.
Cascade Financial Partners sold 200 iShares US Infrastructure ETF shares in Q2 2026, an estimated $12.2K.
iShares US Infrastructure ETF made up 0.12% of Cascade Financial Partners's portfolio in Q2 2026, its #105 holding.
Cascade Financial Partners first reported a position in iShares US Infrastructure ETF in Q1 2024 and has held it in 10 quarters since.
430 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.