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Hoge Financial Services’s iShares US Infrastructure ETF IFRA Stock Holding History

Hoge Financial Services’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
Q3 		$3.73M Buy
67,769
+1,913
+3% +$114K 1.76% 10
2026
Q2 		$4.15M Sell
65,856
-21
-0% -$1.28K 1.99% 9
2026
Q1 		$3.77M Buy
65,877
+12,203
+23% +$702K 2.02% 9
2025
Q4 		$2.82M Buy
53,674
+14,557
+37% +$769K 1.52% 12
2025
Q3 		$2.07M Buy
39,117
+4,417
+13% +$227K 1.18% 17
2025
Q2 		$1.71M Buy
34,700
+16,211
+88% +$754K 1.07% 17
2025
Q1 		$833K Buy
+18,489
New +$862K 0.58% 23

Other funds holding IFRA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Laurel Wealth Planning
Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return

Hoge Financial Services's IFRA Position: Q3 2026 in Review

Hoge Financial Services increased its iShares US Infrastructure ETF (IFRA) stake by 2.9% in Q3 2026, buying an estimated $114K and bringing the position to 67,769 shares worth $3.73M. The position accounts for 1.76% of the portfolio, ranked #10.

Hoge Financial Services first reported a position in IFRA in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.15M in Q2 2026. 247 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

  • Hoge Financial Services held 67,769 shares of iShares US Infrastructure ETF worth $3.73M as of Q3 2026.
  • Hoge Financial Services bought 1,913 iShares US Infrastructure ETF shares in Q3 2026, an estimated $114K.
  • iShares US Infrastructure ETF made up 1.76% of Hoge Financial Services's portfolio in Q3 2026, its #10 holding.
  • Hoge Financial Services first reported a position in iShares US Infrastructure ETF in Q1 2025 and has held it in 7 quarters since.
  • Hoge Financial Services's iShares US Infrastructure ETF position peaked at $4.15M in Q2 2026.
  • 247 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Hoge Financial Services's 13F filing for Q3 2026, filed 5 Nov 2026.