EFG
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Elm3 Financial Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Elm3 Financial 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
Q3 		$948K Sell
17,225
-886
-5% -$53K 0.63% 40
2026
Q2 		$1.14M Sell
18,111
-71
-0.4% -$4.33K 0.78% 35
2026
Q1 		$1.04M Buy
18,182
+903
+5% +$51.9K 0.88% 33
2025
Q4 		$909K Buy
+17,279
New +$913K 0.75% 34

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
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
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
CA
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Elm3 Financial Group's IFRA Position: Q3 2026 in Review

Elm3 Financial Group reduced its iShares US Infrastructure ETF (IFRA) stake by 4.9% in Q3 2026, selling an estimated $53K and leaving 17,225 shares worth $948K. The position accounts for 0.63% of the portfolio, ranked #40.

Elm3 Financial Group first reported a position in IFRA in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.14M in Q2 2026. 19 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

  • Elm3 Financial Group held 17,225 shares of iShares US Infrastructure ETF worth $948K as of Q3 2026.
  • Elm3 Financial Group sold 886 iShares US Infrastructure ETF shares in Q3 2026, an estimated $53K.
  • iShares US Infrastructure ETF made up 0.63% of Elm3 Financial Group's portfolio in Q3 2026, its #40 holding.
  • Elm3 Financial Group first reported a position in iShares US Infrastructure ETF in Q4 2025 and has held it in 4 quarters since.
  • Elm3 Financial Group's iShares US Infrastructure ETF position peaked at $1.14M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.