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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Hoge Financial Services's IFRA Position: Q1 2026 in Review

Hoge Financial Services increased its iShares US Infrastructure ETF (IFRA) stake by 23% in Q1 2026, buying an estimated $702K and bringing the position to 65,877 shares worth $3.77M. The position accounts for 2.02% of the portfolio, ranked #9.

Hoge Financial Services first reported a position in IFRA in Q1 2025 and has held it in 5 quarters since. 395 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

Hoge Financial Services held 65,877 shares of iShares US Infrastructure ETF worth $3.77M as of Q1 2026.
Hoge Financial Services bought 12,203 iShares US Infrastructure ETF shares in Q1 2026, an estimated $702K.
iShares US Infrastructure ETF made up 2.02% of Hoge Financial Services's portfolio in Q1 2026, its #9 holding.
Hoge Financial Services first reported a position in iShares US Infrastructure ETF in Q1 2025 and has held it in 5 quarters since.
395 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Hoge Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.