Kingswood Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Kingswood Wealth Advisors’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	$604K	Buy	9,580 +5,177	+118%	+$316K	0.02%	555
2026 Q1	$252K	Buy	4,403 +87	+2%	+$5K	0.01%	789
2025 Q4	$227K	Sell	4,316 -1,314	-23%	-$69.4K	0.01%	774
2025 Q3	$297K	Hold	5,630	–	–	0.02%	634
2025 Q2	$277K	Sell	5,630 -429	-7%	-$20K	0.02%	595
2025 Q1	$273K	Sell	6,059 -1,435	-19%	-$66.9K	0.02%	579
2024 Q4	$347K	Buy	7,494 +354	+5%	+$17.1K	0.03%	557
2024 Q3	$335K	Buy	7,140 +60	+0.8%	+$2.68K	0.02%	550
2024 Q2	$298K	Sell	7,080 -707	-9%	-$30.4K	0.03%	522
2024 Q1	$338K	Sell	7,787 -125	-2%	-$5.02K	0.04%	444
2023 Q4	$319K	Buy	+7,912	New	+$295K	0.04%	452

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

Kingswood Wealth Advisors's IFRA Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its iShares US Infrastructure ETF (IFRA) stake by 118% in Q2 2026, buying an estimated $316K and bringing the position to 9,580 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #555.

Kingswood Wealth Advisors first reported a position in IFRA in Q4 2023 and has held it in 11 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Kingswood Wealth Advisors held 9,580 shares of iShares US Infrastructure ETF worth $604K as of Q2 2026.
Kingswood Wealth Advisors bought 5,177 iShares US Infrastructure ETF shares in Q2 2026, an estimated $316K.
iShares US Infrastructure ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #555 holding.
Kingswood Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.