Elevation Wealth Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Elevation Wealth Partners’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 Q3	$59.4K	Buy	1,080 +5	+0.5%	+$299	0.02%	336
2026 Q2	$67.8K	Buy	1,075 +3	+0.3%	+$183	0.02%	239
2026 Q1	$61.3K	Buy	1,072 +6	+0.6%	+$345	0.02%	214
2025 Q4	$56.1K	Buy	1,066 +6	+0.6%	+$317	0.02%	225
2025 Q3	$56K	Buy	1,060 +4	+0.4%	+$205	0.02%	231
2025 Q2	$51.9K	Buy	+1,056	New	+$49.1K	0.02%	228

Other funds holding IFRA

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIA

Aventus Investment Advisors Naples, Florida $137M AUM 14.14% 1-Year Est. Return

EFG

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Elevation Wealth Partners's IFRA Position: Q3 2026 in Review

Elevation Wealth Partners increased its iShares US Infrastructure ETF (IFRA) stake by 0.47% in Q3 2026, buying an estimated $299 and bringing the position to 1,080 shares worth $59.4K. The position accounts for 0.02% of the portfolio, ranked #336.

Elevation Wealth Partners first reported a position in IFRA in Q2 2025 and has held it in 6 quarters since. The position peaked at $67.8K in Q2 2026. 19 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

Elevation Wealth Partners held 1,080 shares of iShares US Infrastructure ETF worth $59.4K as of Q3 2026.
Elevation Wealth Partners bought 5 iShares US Infrastructure ETF shares in Q3 2026, an estimated $299.
iShares US Infrastructure ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #336 holding.
Elevation Wealth Partners first reported a position in iShares US Infrastructure ETF in Q2 2025 and has held it in 6 quarters since.
Elevation Wealth Partners's iShares US Infrastructure ETF position peaked at $67.8K in Q2 2026.
19 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.