FGC
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Financial Gravity Companies’s iShares US Infrastructure ETF IFRA Stock Holding History

Financial Gravity Companies’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 		$35.2K Buy
+715
New +$33.3K 0.01% 351
2024
Q4 		$33.1K Sell
715
-38
-5% -$1.84K 0.01% 355
2024
Q3 		$35.4K Buy
+753
New +$33.6K 0.01% 209

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Financial Gravity Companies's IFRA Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares US Infrastructure ETF (IFRA) in Q2 2025: 715 shares worth $35.2K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IFRA as recently as Q4 2024.

Financial Gravity Companies first reported a position in IFRA in Q3 2024 and has held it in 3 quarters since. The position peaked at $35.4K in Q3 2024. 343 funds tracked by Wall St. Rank hold IFRA as of Q2 2025.

  • Financial Gravity Companies held 715 shares of iShares US Infrastructure ETF worth $35.2K as of Q2 2025.
  • iShares US Infrastructure ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares US Infrastructure ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #351 holding.
  • Financial Gravity Companies first reported a position in iShares US Infrastructure ETF in Q3 2024 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares US Infrastructure ETF position peaked at $35.4K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.