Financial Perspectives’s iShares US Infrastructure ETF IFRA Stock Holding History

Financial Perspectives’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	$860K	Hold	13,635	–	–	0.21%	70
2026 Q1	$780K	Hold	13,635	–	–	0.22%	68
2025 Q4	$717K	Hold	13,635	–	–	0.19%	72
2025 Q3	$720K	Hold	13,635	–	–	0.2%	69
2025 Q2	$671K	Hold	13,635	–	–	0.2%	71
2025 Q1	$615K	Hold	13,635	–	–	0.21%	70
2024 Q4	$631K	Hold	13,635	–	–	0.21%	69
2024 Q3	$640K	Buy	13,635 +1	+0%	+$45	0.22%	63
2024 Q2	$574K	Buy	13,634 +1	+0%	+$43	0.21%	63
2024 Q1	$591K	Buy	13,633 +1	+0%	+$40	0.22%	64
2023 Q4	$549K	Buy	13,632 +4	+0%	+$149	0.22%	64
2023 Q3	$499K	Hold	13,628	–	–	0.23%	65
2023 Q2	$533K	Buy	13,628 +1	+0%	+$37	0.23%	65
2023 Q1	$509K	Buy	13,627 +1	+0%	+$38	0.24%	64
2022 Q4	$494K	Buy	13,626 +2	+0%	+$72	0.25%	59
2022 Q3	$439K	Buy	13,624 +286	+2%	+$10.3K	0.25%	60
2022 Q2	$454K	Hold	13,338	–	–	0.26%	57
2022 Q1	$520K	Buy	13,338 +6,687	+101%	+$250K	0.24%	60
2021 Q4	$254K	Buy	+6,651	New	+$244K	0.12%	104

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

Financial Perspectives's IFRA Position: Q2 2026 in Review

Financial Perspectives held its iShares US Infrastructure ETF (IFRA) position steady in Q2 2026 at 13,635 shares worth $860K. The position accounts for 0.21% of the portfolio, ranked #70.

Financial Perspectives first reported a position in IFRA in Q4 2021 and has held it in 19 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Financial Perspectives held 13,635 shares of iShares US Infrastructure ETF worth $860K as of Q2 2026.
Financial Perspectives left its iShares US Infrastructure ETF share count unchanged in Q2 2026.
iShares US Infrastructure ETF made up 0.21% of Financial Perspectives's portfolio in Q2 2026, its #70 holding.
Financial Perspectives first reported a position in iShares US Infrastructure ETF in Q4 2021 and has held it in 19 quarters since.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.