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Concurrent Investment Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Concurrent Investment Advisors’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 		$1.44M Buy
22,817
+215
+1% +$13.1K 0.01% 847
2026
Q1 		$1.29M Buy
22,602
+341
+2% +$19.6K 0.01% 775
2025
Q4 		$1.17M Buy
22,261
+2,189
+11% +$116K 0.01% 761
2025
Q3 		$1.06M Sell
20,072
-785
-4% -$40.3K 0.02% 639
2025
Q2 		$1.03M Sell
20,857
-467
-2% -$21.7K 0.02% 585
2025
Q1 		$961K Sell
21,324
-6,341
-23% -$296K 0.02% 558
2024
Q4 		$1.28M Buy
27,665
+13,421
+94% +$650K 0.03% 429
2024
Q3 		$669K Buy
14,244
+217
+2% +$9.68K 0.02% 556
2024
Q2 		$591K Sell
14,027
-253
-2% -$10.9K 0.02% 547
2024
Q1 		$619K Sell
14,280
-2,021
-12% -$81.1K 0.03% 487
2023
Q4 		$656K Buy
+16,301
New +$607K 0.03% 425

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Concurrent Investment Advisors's IFRA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares US Infrastructure ETF (IFRA) stake by 0.95% in Q2 2026, buying an estimated $13.1K and bringing the position to 22,817 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #847.

Concurrent Investment Advisors first reported a position in IFRA in Q4 2023 and has held it in 11 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Concurrent Investment Advisors held 22,817 shares of iShares US Infrastructure ETF worth $1.44M as of Q2 2026.
  • Concurrent Investment Advisors bought 215 iShares US Infrastructure ETF shares in Q2 2026, an estimated $13.1K.
  • iShares US Infrastructure ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #847 holding.
  • Concurrent Investment Advisors first reported a position in iShares US Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.