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 Q3	$517K	Sell	9,386 -1,228	-12%	-$73.5K	0.08%	113
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

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

CWA

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

C1AG

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

Clune & Associates's IFRA Position: Q3 2026 in Review

Clune & Associates reduced its iShares US Infrastructure ETF (IFRA) stake by 12% in Q3 2026, selling an estimated $73.5K and leaving 9,386 shares worth $517K. The position accounts for 0.08% of the portfolio, ranked #113.

Clune & Associates first reported a position in IFRA in Q4 2024 and has held it in 8 quarters since. The position peaked at $736K in Q4 2025. 74 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

Clune & Associates held 9,386 shares of iShares US Infrastructure ETF worth $517K as of Q3 2026.
Clune & Associates sold 1,228 iShares US Infrastructure ETF shares in Q3 2026, an estimated $73.5K.
iShares US Infrastructure ETF made up 0.08% of Clune & Associates's portfolio in Q3 2026, its #113 holding.
Clune & Associates first reported a position in iShares US Infrastructure ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares US Infrastructure ETF position peaked at $736K in Q4 2025.
74 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.