Liberty Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Liberty Wealth 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	$1.39M	Hold	24,380	–	–	0.17%	81
2026 Q1	$1.39M	Sell	24,380 -1,404	-5%	-$80.7K	0.17%	81
2025 Q4	$1.36M	Sell	25,784 -476	-2%	-$25.2K	0.18%	77
2025 Q3	$1.39M	Sell	26,260 -754	-3%	-$38.7K	0.2%	72
2025 Q2	$1.33M	Sell	27,014 -8,553	-24%	-$398K	0.21%	71
2025 Q1	$1.6M	Sell	35,567 -34,015	-49%	-$1.59M	0.31%	52
2024 Q4	$3.22M	Buy	69,582 +1,908	+3%	+$92.4K	0.54%	44
2024 Q3	$3.18M	Sell	67,674 -69,182	-51%	-$3.09M	0.54%	44
2024 Q2	$2.77M	Buy	136,856 +70,816	+107%	+$3.04M	0.51%	45
2024 Q1	$2.86M	Buy	66,040 +1,183	+2%	+$47.5K	0.56%	42
2023 Q4	$2.6M	Buy	64,857 +4,925	+8%	+$183K	0.56%	40
2023 Q3	$2.19M	Buy	59,932 +2,140	+4%	+$83.2K	0.55%	40
2023 Q2	$2.26M	Buy	57,792 +1,752	+3%	+$65.4K	0.56%	36
2023 Q1	$2.09M	Buy	+56,040	New	+$2.12M	0.43%	48
2022 Q3	$902K	Sell	27,995 -13,532	-33%	-$488K	0.24%	55
2022 Q2	$1.41M	Buy	+41,527	New	+$1.53M	0.57%	40

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

Liberty Wealth Management's IFRA Position: Q2 2026 in Review

Liberty Wealth Management held its iShares US Infrastructure ETF (IFRA) position steady in Q2 2026 at 24,380 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #81.

Liberty Wealth Management first reported a position in IFRA in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.22M in Q4 2024. 428 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Liberty Wealth Management held 24,380 shares of iShares US Infrastructure ETF worth $1.39M as of Q2 2026.
Liberty Wealth Management left its iShares US Infrastructure ETF share count unchanged in Q2 2026.
iShares US Infrastructure ETF made up 0.17% of Liberty Wealth Management's portfolio in Q2 2026, its #81 holding.
Liberty Wealth Management first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 16 quarters since.
Liberty Wealth Management's iShares US Infrastructure ETF position peaked at $3.22M in Q4 2024.
428 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.