Financial Advocates Investment Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Financial Advocates Investment 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
2025 Q2	–	Sell	-5,928	Closed	-$267K	–	698
2025 Q1	$267K	Buy	+5,928	New	+$276K	0.02%	590
2024 Q4	–	Sell	-2,168	Closed	-$352K	–	781
2024 Q3	$352K	Buy	+2,168	New	+$96.7K	0.02%	561
2023 Q4	–	Sell	-1,329	Closed	-$204K	–	755
2023 Q3	$204K	Buy	+1,329	New	+$51.7K	0.01%	651
2023 Q1	–	Sell	-11,592	Closed	-$1.27M	–	780
2022 Q4	$1.27M	Sell	11,592 -289	-2%	-$10.3K	0.1%	238
2022 Q3	$1.31M	Buy	+11,881	New	+$429K	0.11%	208

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $85.7B AUM 24.21% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Advocates Investment Management's IFRA Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares US Infrastructure ETF (IFRA) in Q2 2025, closing a stake of 5,928 shares — an estimated $267K sold.

Financial Advocates Investment Management first reported a position in IFRA in Q3 2022 and held it in 5 quarters. The position peaked at $1.31M in Q3 2022. 343 funds tracked by Wall St. Rank hold IFRA as of Q2 2025.

Financial Advocates Investment Management reported no remaining iShares US Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,928 iShares US Infrastructure ETF shares in Q2 2025, an estimated $267K.
Financial Advocates Investment Management first reported a position in iShares US Infrastructure ETF in Q3 2022 and held it in 5 quarters.
Financial Advocates Investment Management's iShares US Infrastructure ETF position peaked at $1.31M in Q3 2022.
343 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.