Essex Financial Services’s iShares US Infrastructure ETF IFRA Stock Holding History

Essex Financial Services’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	$404K	Buy	6,408 +9	+0.1%	+$549	0.02%	548
2026 Q1	$366K	Buy	6,399 +18	+0.3%	+$1.03K	0.02%	552
2025 Q4	$336K	Buy	6,381 +18	+0.3%	+$951	0.02%	568
2025 Q3	$336K	Buy	6,363 +76	+1%	+$3.9K	0.02%	544
2025 Q2	$309K	Buy	6,287 +64	+1%	+$2.98K	0.02%	536
2025 Q1	$280K	Buy	6,223 +147	+2%	+$6.86K	0.02%	510
2024 Q4	$281K	Buy	6,076 +154	+3%	+$7.46K	0.02%	508
2024 Q3	$281K	Sell	5,922 -77	-1%	-$3.44K	0.02%	512
2024 Q2	$264K	Buy	+5,999	New	+$258K	0.02%	517

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

Essex Financial Services's IFRA Position: Q2 2026 in Review

Essex Financial Services increased its iShares US Infrastructure ETF (IFRA) stake by 0.14% in Q2 2026, buying an estimated $549 and bringing the position to 6,408 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #548.

Essex Financial Services first reported a position in IFRA in Q2 2024 and has held it in 9 quarters since. 431 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Essex Financial Services held 6,408 shares of iShares US Infrastructure ETF worth $404K as of Q2 2026.
Essex Financial Services bought 9 iShares US Infrastructure ETF shares in Q2 2026, an estimated $549.
iShares US Infrastructure ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #548 holding.
Essex Financial Services first reported a position in iShares US Infrastructure ETF in Q2 2024 and has held it in 9 quarters since.
431 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.