Consilium Wealth Advisory’s iShares US Infrastructure ETF IFRA Stock Holding History

Consilium Wealth Advisory’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 Q1	$4.79M	Buy	83,660 +7,362	+10%	+$423K	1.63%	17
2025 Q4	$4.01M	Buy	76,298 +1,777	+2%	+$93.9K	1.48%	20
2025 Q3	$3.94M	Buy	74,521 +9,068	+14%	+$465K	1.52%	21
2025 Q2	$3.22M	Sell	65,453 -12,505	-16%	-$582K	1.36%	20
2025 Q1	$3.51M	Sell	77,958 -459	-0.6%	-$21.4K	1.76%	17
2024 Q4	$3.63M	Sell	78,417 -1,466	-2%	-$71K	1.73%	19
2024 Q3	$3.75M	Buy	79,883 +25,880	+48%	+$1.15M	2.05%	14
2024 Q2	$2.27M	Buy	+54,003	New	+$2.32M	1.24%	22

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Consilium Wealth Advisory's IFRA Position: Q1 2026 in Review

Consilium Wealth Advisory increased its iShares US Infrastructure ETF (IFRA) stake by 9.6% in Q1 2026, buying an estimated $423K and bringing the position to 83,660 shares worth $4.79M. The position accounts for 1.63% of the portfolio, ranked #17.

Consilium Wealth Advisory first reported a position in IFRA in Q2 2024 and has held it in 8 quarters since. 396 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

Consilium Wealth Advisory held 83,660 shares of iShares US Infrastructure ETF worth $4.79M as of Q1 2026.
Consilium Wealth Advisory bought 7,362 iShares US Infrastructure ETF shares in Q1 2026, an estimated $423K.
iShares US Infrastructure ETF made up 1.63% of Consilium Wealth Advisory's portfolio in Q1 2026, its #17 holding.
Consilium Wealth Advisory first reported a position in iShares US Infrastructure ETF in Q2 2024 and has held it in 8 quarters since.
396 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.