Kovitz Investment Group Partners
IFRA icon

Kovitz Investment Group Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Kovitz Investment Group Partners’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 		$8.74M Buy
138,609
+2,762
+2% +$168K 0.19% 103
2026
Q1 		$7.77M Buy
+135,847
New +$7.81M 0.18% 112

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Morgan Stanley
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WBG
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Kovitz Investment Group Partners's IFRA Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares US Infrastructure ETF (IFRA) stake by 2% in Q2 2026, buying an estimated $168K and bringing the position to 138,609 shares worth $8.74M. The position accounts for 0.19% of the portfolio, ranked #103.

Kovitz Investment Group Partners first reported a position in IFRA in Q1 2026 and has held it in 2 quarters since. 431 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Kovitz Investment Group Partners held 138,609 shares of iShares US Infrastructure ETF worth $8.74M as of Q2 2026.
  • Kovitz Investment Group Partners bought 2,762 iShares US Infrastructure ETF shares in Q2 2026, an estimated $168K.
  • iShares US Infrastructure ETF made up 0.19% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #103 holding.
  • Kovitz Investment Group Partners first reported a position in iShares US Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 431 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.