Forthright Family Wealth Advisory’s iShares US Infrastructure ETF IFRA Stock Holding History

Forthright Family Wealth Advisory’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	$3.04M	Buy	48,245 +19,097	+66%	+$1.16M	1.72%	19
2026 Q1	$1.26M	Sell	29,148 -20,963	-42%	-$1.21M	0.85%	26
2025 Q4	$2.64M	Buy	50,111 +2,467	+5%	+$130K	1.66%	19
2025 Q3	$2.52M	Buy	47,644 +18,763	+65%	+$963K	1.55%	21
2025 Q2	$1.42M	Sell	28,881 -1,395	-5%	-$64.9K	0.9%	23
2025 Q1	$1.36M	Buy	30,276 +1,036	+4%	+$48.3K	0.9%	22
2024 Q4	$1.35M	Buy	29,240 +2,147	+8%	+$104K	0.88%	22
2024 Q3	$1.36M	Sell	27,093 -2,180	-7%	-$97.3K	0.87%	24
2024 Q2	$1.23M	Buy	29,273 +125	+0.4%	+$5.37K	0.79%	28
2024 Q1	$1.26M	Buy	29,148 +1,453	+5%	+$58.3K	0.85%	26
2023 Q4	$1.12M	Buy	+27,695	New	+$1.03M	0.87%	26

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

Forthright Family Wealth Advisory's IFRA Position: Q2 2026 in Review

Forthright Family Wealth Advisory increased its iShares US Infrastructure ETF (IFRA) stake by 66% in Q2 2026, buying an estimated $1.16M and bringing the position to 48,245 shares worth $3.04M. The position accounts for 1.72% of the portfolio, ranked #19.

Forthright Family Wealth Advisory first reported a position in IFRA in Q4 2023 and has held it in 11 quarters since. 428 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Forthright Family Wealth Advisory held 48,245 shares of iShares US Infrastructure ETF worth $3.04M as of Q2 2026.
Forthright Family Wealth Advisory bought 19,097 iShares US Infrastructure ETF shares in Q2 2026, an estimated $1.16M.
iShares US Infrastructure ETF made up 1.72% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #19 holding.
Forthright Family Wealth Advisory first reported a position in iShares US Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
428 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.