Creative Planning’s iShares US Infrastructure ETF IFRA Stock Holding History

Creative Planning’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	$24.8M	Sell	434,020 -3,776	-0.9%	-$217K	0.02%	361
2025 Q4	$23M	Sell	437,796 -4,101	-0.9%	-$217K	0.02%	339
2025 Q3	$23.3M	Sell	441,897 -481	-0.1%	-$24.7K	0.02%	320
2025 Q2	$21.8M	Sell	442,378 -5,245	-1%	-$244K	0.02%	319
2025 Q1	$20.2M	Buy	447,623 +20,244	+5%	+$944K	0.02%	324
2024 Q4	$19.8M	Buy	427,379 +15,269	+4%	+$739K	0.02%	298
2024 Q3	$19.4M	Buy	412,110 +36,742	+10%	+$1.64M	0.02%	291
2024 Q2	$15.8M	Buy	375,368 +65,544	+21%	+$2.82M	0.02%	306
2024 Q1	$13.4M	Buy	309,824 +80,876	+35%	+$3.25M	0.01%	339
2023 Q4	$9.22M	Buy	228,948 +34,066	+17%	+$1.27M	0.02%	399
2023 Q3	$7.13M	Sell	194,882 -4,956	-2%	-$193K	0.01%	438
2023 Q2	$7.81M	Buy	199,838 +23,492	+13%	+$877K	0.01%	403
2023 Q1	$6.58M	Buy	176,346 +26,436	+18%	+$998K	0.01%	432
2022 Q4	$5.44M	Buy	149,910 +43,812	+41%	+$1.57M	0.01%	466
2022 Q3	$3.42M	Buy	106,098 +37,393	+54%	+$1.35M	0.01%	536
2022 Q2	$2.34M	Buy	68,705 +44,696	+186%	+$1.65M	﹤0.01%	665
2022 Q1	$935K	Buy	24,009 +13,327	+125%	+$498K	﹤0.01%	1012
2021 Q4	$409K	Sell	10,682 -132	-1%	-$4.84K	﹤0.01%	1425
2021 Q3	$369K	Buy	10,814 +4	+0%	+$142	﹤0.01%	1473
2021 Q2	$382K	Buy	+10,810	New	+$387K	﹤0.01%	1427

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 $1.33B AUM 21.85% 1-Year Est. Return

Creative Planning's IFRA Position: Q1 2026 in Review

Creative Planning reduced its iShares US Infrastructure ETF (IFRA) stake by 0.86% in Q1 2026, selling an estimated $217K and leaving 434,020 shares worth $24.8M. The position accounts for 0.02% of the portfolio, ranked #361.

Creative Planning first reported a position in IFRA in Q2 2021 and has held it in 20 quarters since. 395 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

Creative Planning held 434,020 shares of iShares US Infrastructure ETF worth $24.8M as of Q1 2026.
Creative Planning sold 3,776 iShares US Infrastructure ETF shares in Q1 2026, an estimated $217K.
iShares US Infrastructure ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #361 holding.
Creative Planning first reported a position in iShares US Infrastructure ETF in Q2 2021 and has held it in 20 quarters since.
395 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.