Consilium Wealth Advisory
IFRA icon

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
Q3 		$4.48M Sell
81,365
-11,686
-13% -$699K 1.32% 19
2026
Q2 		$5.87M Buy
93,051
+9,391
+11% +$573K 1.74% 16
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Laurel Wealth Planning
Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return
Sage Private Wealth Group
Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return
Haven Private
Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Consilium Wealth Advisory's IFRA Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its iShares US Infrastructure ETF (IFRA) stake by 13% in Q3 2026, selling an estimated $699K and leaving 81,365 shares worth $4.48M. The position accounts for 1.32% of the portfolio, ranked #19.

Consilium Wealth Advisory first reported a position in IFRA in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.87M in Q2 2026. 179 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

  • Consilium Wealth Advisory held 81,365 shares of iShares US Infrastructure ETF worth $4.48M as of Q3 2026.
  • Consilium Wealth Advisory sold 11,686 iShares US Infrastructure ETF shares in Q3 2026, an estimated $699K.
  • iShares US Infrastructure ETF made up 1.32% of Consilium Wealth Advisory's portfolio in Q3 2026, its #19 holding.
  • Consilium Wealth Advisory first reported a position in iShares US Infrastructure ETF in Q2 2024 and has held it in 10 quarters since.
  • Consilium Wealth Advisory's iShares US Infrastructure ETF position peaked at $5.87M in Q2 2026.
  • 179 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.