Cornerstone Planning Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Cornerstone Planning Group’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	$65.2K	Buy	1,052 +3	+0.3%	+$183	0.01%	338
2026 Q1	$65.9K	Sell	1,049 -58	-5%	-$3.34K	0.01%	334
2025 Q4	$62.3K	Buy	1,107 +6	+0.5%	+$317	0.01%	297
2025 Q3	$58K	Buy	1,101 +1,018	+1,227%	+$52.2K	0.01%	305
2025 Q2	$4.21K	Hold	83	–	–	﹤0.01%	766
2025 Q1	$3.66K	Sell	83 -58	-41%	-$2.71K	﹤0.01%	818
2024 Q4	$6.69K	Hold	141	–	–	﹤0.01%	520
2024 Q3	$6.62K	Sell	141 -156	-53%	-$6.96K	﹤0.01%	508
2024 Q2	$12.8K	Sell	297 -443	-60%	-$19K	﹤0.01%	389
2024 Q1	$31.7K	Sell	740 -579	-44%	-$23.2K	0.01%	232
2023 Q4	$53.1K	Sell	1,319 -469	-26%	-$17.5K	0.02%	177
2023 Q3	$65.4K	Sell	1,788 -95	-5%	-$3.69K	0.02%	148
2023 Q2	$73.6K	Buy	+1,883	New	+$70.3K	0.03%	174
2022 Q4	$114K	Buy	+3,067	New	+$110K	0.05%	145

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

Cornerstone Planning Group's IFRA Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares US Infrastructure ETF (IFRA) stake by 0.29% in Q2 2026, buying an estimated $183 and bringing the position to 1,052 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #338.

Cornerstone Planning Group first reported a position in IFRA in Q4 2022 and has held it in 14 quarters since. The position peaked at $114K in Q4 2022. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Cornerstone Planning Group held 1,052 shares of iShares US Infrastructure ETF worth $65.2K as of Q2 2026.
Cornerstone Planning Group bought 3 iShares US Infrastructure ETF shares in Q2 2026, an estimated $183.
iShares US Infrastructure ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #338 holding.
Cornerstone Planning Group first reported a position in iShares US Infrastructure ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's iShares US Infrastructure ETF position peaked at $114K in Q4 2022.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.