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

Congress 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
2025 Q2	$7.43M	Buy	150,987 +136,263	+925%	+$6.34M	0.07%	309
2025 Q1	$664K	Buy	14,724 +3,385	+30%	+$158K	0.01%	734
2024 Q4	$525K	Buy	11,339 +3,050	+37%	+$148K	0.01%	631
2024 Q3	$389K	Sell	8,289 -3,340	-29%	-$149K	0.01%	683
2024 Q2	$490K	Sell	11,629 -300	-3%	-$12.9K	0.01%	536
2024 Q1	$517K	Buy	11,929 +138	+1%	+$5.54K	0.01%	448
2023 Q4	$475K	Buy	11,791 +2,554	+28%	+$95.1K	0.01%	471
2023 Q3	$338K	Buy	+9,237	New	+$359K	0.01%	508

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Congress Wealth Management's IFRA Position: Q2 2025 in Review

Congress Wealth Management increased its iShares US Infrastructure ETF (IFRA) stake by 925% in Q2 2025, buying an estimated $6.34M and bringing the position to 150,987 shares worth $7.43M. The position accounts for 0.07% of the portfolio, ranked #309.

Congress Wealth Management first reported a position in IFRA in Q3 2023 and has held it in 8 quarters since. 344 funds tracked by Wall St. Rank hold IFRA as of Q2 2025.

Congress Wealth Management held 150,987 shares of iShares US Infrastructure ETF worth $7.43M as of Q2 2025.
Congress Wealth Management bought 136,263 iShares US Infrastructure ETF shares in Q2 2025, an estimated $6.34M.
iShares US Infrastructure ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #309 holding.
Congress Wealth Management first reported a position in iShares US Infrastructure ETF in Q3 2023 and has held it in 8 quarters since.
344 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.