Journey Strategic Wealth’s iShares US Infrastructure ETF IFRA Stock Holding History

Journey Strategic Wealth’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	$270K	Sell	4,715 -242	-5%	-$13.9K	0.01%	600
2025 Q4	$261K	Sell	4,957 -1,634	-25%	-$86.4K	0.01%	571
2025 Q3	$348K	Sell	6,591 -301	-4%	-$15.4K	0.01%	414
2025 Q2	$339K	Sell	6,892 -611	-8%	-$28.4K	0.01%	387
2025 Q1	$338K	Sell	7,503 -39,796	-84%	-$1.86M	0.01%	307
2024 Q4	$2.19M	Buy	47,299 +4,347	+10%	+$210K	0.08%	70
2024 Q3	$2.02M	Buy	42,952 +4,756	+12%	+$212K	0.07%	72
2024 Q2	$1.61M	Buy	38,196 +7,798	+26%	+$335K	0.07%	60
2024 Q1	$1.32M	Sell	30,398 -29,764	-49%	-$1.19M	0.06%	60
2023 Q4	$2.42M	Buy	60,162 +2,577	+4%	+$96K	0.11%	33
2023 Q3	$2.11M	Buy	57,585 +2,317	+4%	+$90.1K	0.1%	34
2023 Q2	$2.16M	Sell	55,268 -690	-1%	-$25.8K	0.1%	35
2023 Q1	$2.09M	Buy	55,958 +12,906	+30%	+$487K	0.22%	31
2022 Q4	$1.56M	Buy	43,052 +2,004	+5%	+$71.7K	0.18%	40
2022 Q3	$1.32M	Sell	41,048 -9,777	-19%	-$353K	0.18%	33
2022 Q2	$1.73M	Buy	+50,825	New	+$1.88M	0.23%	26

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

Journey Strategic Wealth's IFRA Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares US Infrastructure ETF (IFRA) stake by 4.9% in Q1 2026, selling an estimated $13.9K and leaving 4,715 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #600.

Journey Strategic Wealth first reported a position in IFRA in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.42M in Q4 2023. 396 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

Journey Strategic Wealth held 4,715 shares of iShares US Infrastructure ETF worth $270K as of Q1 2026.
Journey Strategic Wealth sold 242 iShares US Infrastructure ETF shares in Q1 2026, an estimated $13.9K.
iShares US Infrastructure ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #600 holding.
Journey Strategic Wealth first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 16 quarters since.
Journey Strategic Wealth's iShares US Infrastructure ETF position peaked at $2.42M in Q4 2023.
396 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.