Gladstone Institutional Advisory’s iShares US Infrastructure ETF IFRA Stock Holding History

Gladstone Institutional 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	$215K	Buy	+3,403	New	+$208K	0.01%	848
2023 Q2	–	Sell	-9,783	Closed	-$365K	–	670
2023 Q1	$365K	Sell	9,783 -55	-0.6%	-$2.08K	0.02%	478
2022 Q4	$357K	Sell	9,838 -2,060	-17%	-$73.7K	0.03%	467
2022 Q3	$384K	Sell	11,898 -2,611	-18%	-$94.2K	0.03%	442
2022 Q2	$494K	Sell	14,509 -557	-4%	-$20.6K	0.04%	414
2022 Q1	$587K	Sell	15,066 -119	-0.8%	-$4.45K	0.04%	397
2021 Q4	$581K	Buy	15,185 +1,514	+11%	+$55.5K	0.05%	348
2021 Q3	$466K	Buy	+13,671	New	+$487K	0.05%	348

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

Gladstone Institutional Advisory's IFRA Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in iShares US Infrastructure ETF (IFRA) in Q2 2026: 3,403 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #848 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in IFRA as recently as Q1 2023.

Gladstone Institutional Advisory first reported a position in IFRA in Q3 2021 and has held it in 8 quarters since. The position peaked at $587K in Q1 2022. 430 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Gladstone Institutional Advisory held 3,403 shares of iShares US Infrastructure ETF worth $215K as of Q2 2026.
iShares US Infrastructure ETF was a new Gladstone Institutional Advisory position in Q2 2026.
iShares US Infrastructure ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #848 holding.
Gladstone Institutional Advisory first reported a position in iShares US Infrastructure ETF in Q3 2021 and has held it in 8 quarters since.
Gladstone Institutional Advisory's iShares US Infrastructure ETF position peaked at $587K in Q1 2022.
430 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.