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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Consilium Wealth Advisory's IFRA Position: Q2 2026 in Review

Consilium Wealth Advisory increased its iShares US Infrastructure ETF (IFRA) stake by 11% in Q2 2026, buying an estimated $573K and bringing the position to 93,051 shares worth $5.87M. The position accounts for 1.74% of the portfolio, ranked #16.

Consilium Wealth Advisory first reported a position in IFRA in Q2 2024 and has held it in 9 quarters since. 430 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Consilium Wealth Advisory held 93,051 shares of iShares US Infrastructure ETF worth $5.87M as of Q2 2026.
Consilium Wealth Advisory bought 9,391 iShares US Infrastructure ETF shares in Q2 2026, an estimated $573K.
iShares US Infrastructure ETF made up 1.74% of Consilium Wealth Advisory's portfolio in Q2 2026, its #16 holding.
Consilium Wealth Advisory first reported a position in iShares US Infrastructure ETF in Q2 2024 and has held it in 9 quarters since.
430 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Consilium Wealth Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.