Client 1st Advisory Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Client 1st Advisory Group’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	$2.68M	Buy	42,545 +3,261	+8%	+$199K	0.7%	28
2026 Q1	$2.25M	Buy	39,284 +6,011	+18%	+$346K	0.68%	27
2025 Q4	$1.75M	Buy	33,273 +2,275	+7%	+$120K	0.55%	29
2025 Q3	$1.64M	Buy	30,998 +4,391	+17%	+$225K	0.54%	29
2025 Q2	$1.31M	Buy	26,607 +1,442	+6%	+$67.1K	0.47%	33
2025 Q1	$1.13M	Buy	25,165 +4,732	+23%	+$221K	0.44%	36
2024 Q4	$946K	Buy	20,433 +7,604	+59%	+$368K	0.36%	43
2024 Q3	$603K	Buy	12,829 +2,326	+22%	+$104K	0.24%	49
2024 Q2	$442K	Buy	10,503 +1,831	+21%	+$78.7K	0.19%	66
2024 Q1	$376K	Sell	8,672 -126	-1%	-$5.06K	0.17%	71
2023 Q4	$354K	Sell	8,798 -1,748	-17%	-$65.1K	0.17%	69
2023 Q3	$386K	Sell	10,546 -819	-7%	-$31.8K	0.2%	62
2023 Q2	$444K	Sell	11,365 -1,089	-9%	-$40.7K	0.23%	57
2023 Q1	$465K	Buy	12,454 +4,282	+52%	+$162K	0.25%	52
2022 Q4	$296K	Buy	+8,172	New	+$292K	0.17%	68

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

Client 1st Advisory Group's IFRA Position: Q2 2026 in Review

Client 1st Advisory Group increased its iShares US Infrastructure ETF (IFRA) stake by 8.3% in Q2 2026, buying an estimated $199K and bringing the position to 42,545 shares worth $2.68M. The position accounts for 0.7% of the portfolio, ranked #28.

Client 1st Advisory Group first reported a position in IFRA in Q4 2022 and has held it in 15 quarters since. 428 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Client 1st Advisory Group held 42,545 shares of iShares US Infrastructure ETF worth $2.68M as of Q2 2026.
Client 1st Advisory Group bought 3,261 iShares US Infrastructure ETF shares in Q2 2026, an estimated $199K.
iShares US Infrastructure ETF made up 0.7% of Client 1st Advisory Group's portfolio in Q2 2026, its #28 holding.
Client 1st Advisory Group first reported a position in iShares US Infrastructure ETF in Q4 2022 and has held it in 15 quarters since.
428 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.