John Overdeck’s iShares US Infrastructure ETF IFRA Stock Holding History

John Overdeck’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	–	Sell	-8,900	Closed	-$468K	–	4738
2025 Q4	$468K	Sell	8,900 -5,100	-36%	-$270K	﹤0.01%	3339
2025 Q3	$739K	Buy	+14,000	New	+$718K	﹤0.01%	2777
2025 Q2	–	Sell	-119,500	Closed	-$5.39M	–	3340
2025 Q1	$5.39M	Buy	+119,500	New	+$5.57M	0.01%	1092
2024 Q1	–	Sell	-65,500	Closed	-$2.64M	–	3182
2023 Q4	$2.64M	Buy	65,500 +29,600	+82%	+$1.1M	0.01%	1332
2023 Q3	$1.31M	Buy	35,900 +14,800	+70%	+$575K	﹤0.01%	1775
2023 Q2	$825K	Buy	+21,100	New	+$788K	﹤0.01%	2058

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFA

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

John Overdeck's IFRA Position: Q1 2026 in Review

John Overdeck sold out of iShares US Infrastructure ETF (IFRA) in Q1 2026, closing a stake of 8,900 shares — an estimated $468K sold.

John Overdeck first reported a position in IFRA in Q2 2023 and held it in 6 quarters. The position peaked at $5.39M in Q1 2025. 396 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

John Overdeck reported no remaining iShares US Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
John Overdeck sold 8,900 iShares US Infrastructure ETF shares in Q1 2026, an estimated $468K.
John Overdeck first reported a position in iShares US Infrastructure ETF in Q2 2023 and held it in 6 quarters.
John Overdeck's iShares US Infrastructure ETF position peaked at $5.39M in Q1 2025.
396 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.