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Lewis Asset Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Lewis Asset Management’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 		$822K Buy
13,047
+658
+5% +$40.1K 0.29% 79
2026
Q1 		$709K Buy
12,389
+8,577
+225% +$493K 0.29% 85
2025
Q4 		$201K Buy
+3,812
New +$201K 0.08% 182

Other funds holding IFRA

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

Lewis Asset Management's IFRA Position: Q2 2026 in Review

Lewis Asset Management increased its iShares US Infrastructure ETF (IFRA) stake by 5.3% in Q2 2026, buying an estimated $40.1K and bringing the position to 13,047 shares worth $822K. The position accounts for 0.29% of the portfolio, ranked #79.

Lewis Asset Management first reported a position in IFRA in Q4 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Lewis Asset Management held 13,047 shares of iShares US Infrastructure ETF worth $822K as of Q2 2026.
  • Lewis Asset Management bought 658 iShares US Infrastructure ETF shares in Q2 2026, an estimated $40.1K.
  • iShares US Infrastructure ETF made up 0.29% of Lewis Asset Management's portfolio in Q2 2026, its #79 holding.
  • Lewis Asset Management first reported a position in iShares US Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.