EWA
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EverSource Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

EverSource Wealth Advisors’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 		$78.8K Sell
1,251
-485
-28% -$29.6K ﹤0.01% 1509
2026
Q1 		$99.3K Buy
1,736
+446
+35% +$25.6K ﹤0.01% 1430
2025
Q4 		$67.9K Buy
1,290
+47
+4% +$2.48K ﹤0.01% 1538
2025
Q3 		$65.7K Sell
1,243
-273
-18% -$14K ﹤0.01% 1508
2025
Q2 		$74.6K Sell
1,516
-372
-20% -$17.3K ﹤0.01% 1366
2025
Q1 		$85.1K Sell
1,888
-1,379
-42% -$64.3K ﹤0.01% 977
2024
Q4 		$151K Buy
3,267
+286
+10% +$13.8K 0.01% 763
2024
Q3 		$140K Sell
2,981
-409
-12% -$18.2K 0.01% 680
2024
Q2 		$157K Buy
3,390
+521
+18% +$22.4K 0.01% 643
2024
Q1 		$121K Sell
2,869
-523
-15% -$21K 0.01% 641
2023
Q4 		$137K Buy
3,392
+1,384
+69% +$51.5K 0.01% 540
2023
Q3 		$73.5K Sell
2,008
-135
-6% -$5.25K 0.01% 678
2023
Q2 		$83.7K Sell
2,143
-11
-0.5% -$411 0.01% 643
2023
Q1 		$80.4K Sell
2,154
-112
-5% -$4.23K 0.01% 620
2022
Q4 		$82.2K Buy
2,266
+481
+27% +$17.2K 0.01% 572
2022
Q3 		$58K Sell
1,785
-1,954
-52% -$70.5K 0.01% 599
2022
Q2 		$127K Buy
+3,739
New +$138K 0.03% 322

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

EverSource Wealth Advisors's IFRA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares US Infrastructure ETF (IFRA) stake by 28% in Q2 2026, selling an estimated $29.6K and leaving 1,251 shares worth $78.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

EverSource Wealth Advisors first reported a position in IFRA in Q2 2022 and has held it in 17 quarters since. The position peaked at $157K in Q2 2024. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • EverSource Wealth Advisors held 1,251 shares of iShares US Infrastructure ETF worth $78.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 485 iShares US Infrastructure ETF shares in Q2 2026, an estimated $29.6K.
  • iShares US Infrastructure ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1509 holding.
  • EverSource Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's iShares US Infrastructure ETF position peaked at $157K in Q2 2024.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.