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

Copia 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
2026 Q2	$1.02M	Sell	16,181 -19	-0.1%	-$1.16K	0.61%	45
2026 Q1	$927K	Sell	16,200 -8,678	-35%	-$499K	0.64%	40
2025 Q4	$1.31M	Sell	24,878 -2,223	-8%	-$117K	0.94%	29
2025 Q3	$1.43M	Sell	27,101 -146	-0.5%	-$7.49K	1.06%	27
2025 Q2	$1.34M	Buy	27,247 +1,393	+5%	+$64.8K	1.13%	22
2025 Q1	$1.17M	Buy	25,854 +1,527	+6%	+$71.2K	1.08%	24
2024 Q4	$1.13M	Buy	+24,327	New	+$1.18M	1.07%	28

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

Copia Wealth Management's IFRA Position: Q2 2026 in Review

Copia Wealth Management reduced its iShares US Infrastructure ETF (IFRA) stake by 0.12% in Q2 2026, selling an estimated $1.16K and leaving 16,181 shares worth $1.02M. The position accounts for 0.61% of the portfolio, ranked #45.

Copia Wealth Management first reported a position in IFRA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q3 2025. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Copia Wealth Management held 16,181 shares of iShares US Infrastructure ETF worth $1.02M as of Q2 2026.
Copia Wealth Management sold 19 iShares US Infrastructure ETF shares in Q2 2026, an estimated $1.16K.
iShares US Infrastructure ETF made up 0.61% of Copia Wealth Management's portfolio in Q2 2026, its #45 holding.
Copia Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares US Infrastructure ETF position peaked at $1.43M in Q3 2025.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.