Diversify Wealth Management’s iShares Infrastructure Active ETF BILT Stock Holding History

Diversify Wealth Management’s Portfolio BILT Stock Details BILT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.37M	Buy	+47,743	New	+$1.38M	0.02%	532

Other funds holding BILT

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PRAG

Portfolio Resources Advisor Group Coral Gables, Florida $118M AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Diversify Wealth Management's BILT Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in iShares Infrastructure Active ETF (BILT) in Q2 2026: 47,743 shares worth $1.37M. The stake represents 0.02% of the portfolio and ranks #532 among its holdings.

12 funds tracked by Wall St. Rank hold BILT as of Q2 2026.

Diversify Wealth Management held 47,743 shares of iShares Infrastructure Active ETF worth $1.37M as of Q2 2026.
iShares Infrastructure Active ETF was a new Diversify Wealth Management position in Q2 2026.
iShares Infrastructure Active ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #532 holding.
12 funds tracked by Wall St. Rank held iShares Infrastructure Active ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.