Evolution Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Evolution Wealth Management’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	$1.4M	Buy	22,194 +6,621	+43%	+$404K	0.82%	26
2026 Q1	$891K	Buy	15,573 +8,207	+111%	+$472K	0.65%	34
2025 Q4	$388K	Buy	7,366 +2,906	+65%	+$154K	0.32%	57
2025 Q3	$236K	Buy	4,460 +3,311	+288%	+$170K	0.24%	80
2025 Q2	$56.5K	Buy	+1,149	New	+$53.5K	0.07%	168

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

Evolution Wealth Management's IFRA Position: Q2 2026 in Review

Evolution Wealth Management increased its iShares US Infrastructure ETF (IFRA) stake by 43% in Q2 2026, buying an estimated $404K and bringing the position to 22,194 shares worth $1.4M. The position accounts for 0.82% of the portfolio, ranked #26.

Evolution Wealth Management first reported a position in IFRA in Q2 2025 and has held it in 5 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Evolution Wealth Management held 22,194 shares of iShares US Infrastructure ETF worth $1.4M as of Q2 2026.
Evolution Wealth Management bought 6,621 iShares US Infrastructure ETF shares in Q2 2026, an estimated $404K.
iShares US Infrastructure ETF made up 0.82% of Evolution Wealth Management's portfolio in Q2 2026, its #26 holding.
Evolution Wealth Management first reported a position in iShares US Infrastructure ETF in Q2 2025 and has held it in 5 quarters since.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.