CTWM
IFRA icon

Cherry Tree Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Cherry Tree Wealth Management’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 		$74.4K Hold
1,300
– – 0.02% 234
2025
Q4 		$68.4K Buy
+1,300
New +$68.7K 0.01% 246

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Cherry Tree Wealth Management's IFRA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares US Infrastructure ETF (IFRA) position steady in Q1 2026 at 1,300 shares worth $74.4K. The position accounts for 0.02% of the portfolio, ranked #234.

Cherry Tree Wealth Management first reported a position in IFRA in Q4 2025 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

  • Cherry Tree Wealth Management held 1,300 shares of iShares US Infrastructure ETF worth $74.4K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares US Infrastructure ETF share count unchanged in Q1 2026.
  • iShares US Infrastructure ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #234 holding.
  • Cherry Tree Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.