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Laurel Wealth Planning’s iShares US Infrastructure ETF IFRA Stock Holding History

Laurel Wealth Planning’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 		$11.4M Sell
181,129
-3,295
-2% -$201K 5.05% 3
2026
Q1 		$10.5M Sell
184,424
-7,436
-4% -$428K 5.56% 2
2025
Q4 		$10.1M Sell
191,860
-697
-0.4% -$36.8K 5.59% 4
2025
Q3 		$10.2M Sell
192,557
-3,141
-2% -$161K 5.38% 5
2025
Q2 		$9.63M Sell
195,698
-2,406
-1% -$112K 5.47% 5
2025
Q1 		$8.93M Buy
198,104
+2,931
+2% +$137K 5.93% 4
2024
Q4 		$9.04M Sell
195,173
-4,367
-2% -$211K 5.83% 4
2024
Q3 		$9.37M Sell
199,540
-7,792
-4% -$348K 6.12% 4
2024
Q2 		$8.73M Sell
207,332
-8,866
-4% -$381K 6.08% 4
2024
Q1 		$9.37M Buy
216,198
+6,413
+3% +$257K 6.23% 4
2023
Q4 		$8.45M Buy
209,785
+4,367
+2% +$163K 5.98% 5
2023
Q3 		$7.52M Buy
205,418
+109,562
+114% +$4.26M 5.85% 5
2023
Q2 		$3.75M Sell
95,856
-789
-0.8% -$29.5K 2.67% 14
2023
Q1 		$3.61M Buy
96,645
+1,202
+1% +$45.4K 2.39% 17
2022
Q4 		$3.46M Buy
95,443
+5,705
+6% +$204K 2.23% 15
2022
Q3 		$2.89M Buy
89,738
+452
+0.5% +$16.3K 2.13% 16
2022
Q2 		$3.04M Buy
89,286
+24,229
+37% +$895K 2.14% 16
2022
Q1 		$2.53M Buy
65,057
+64,197
+7,465% +$2.4M 1.71% 21
2021
Q4 		$33K Buy
+860
New +$31.5K 0.03% 99

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Morgan Stanley
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
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

Laurel Wealth Planning's IFRA Position: Q2 2026 in Review

Laurel Wealth Planning reduced its iShares US Infrastructure ETF (IFRA) stake by 1.8% in Q2 2026, selling an estimated $201K and leaving 181,129 shares worth $11.4M. The position accounts for 5.05% of the portfolio, ranked #3.

Laurel Wealth Planning first reported a position in IFRA in Q4 2021 and has held it in 19 quarters since. 428 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Laurel Wealth Planning held 181,129 shares of iShares US Infrastructure ETF worth $11.4M as of Q2 2026.
  • Laurel Wealth Planning sold 3,295 iShares US Infrastructure ETF shares in Q2 2026, an estimated $201K.
  • iShares US Infrastructure ETF made up 5.05% of Laurel Wealth Planning's portfolio in Q2 2026, its #3 holding.
  • Laurel Wealth Planning first reported a position in iShares US Infrastructure ETF in Q4 2021 and has held it in 19 quarters since.
  • 428 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.