Clune & Associates’s iShares US Infrastructure ETF IFRA Stock Holding History

Clune & Associates’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	$669K	Sell	10,614 -1,275	-11%	-$77.8K	0.1%	102
2026 Q1	$680K	Sell	11,889 -2,090	-15%	-$120K	0.13%	102
2025 Q4	$736K	Buy	13,979 +1,162	+9%	+$61.4K	0.16%	100
2025 Q3	$677K	Sell	12,817 -237	-2%	-$12.2K	0.17%	99
2025 Q2	$642K	Buy	13,054 +434	+3%	+$20.2K	0.18%	96
2025 Q1	$569K	Buy	12,620 +746	+6%	+$34.8K	0.17%	98
2024 Q4	$550K	Buy	+11,874	New	+$575K	0.18%	96

Other funds holding IFRA

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

Warner Financial Bethesda, Maryland $340M AUM 22.81% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return