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

Lifelong 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
2025
Q4 		– Sell
-3,919
Closed -$207K – 95
2025
Q3 		$207K Sell
3,919
-1,606
-29% -$82.4K 0.06% 83
2025
Q2 		$272K Sell
5,525
-73,890
-93% -$3.44M 0.09% 64
2025
Q1 		$3.58M Sell
79,415
-11,126
-12% -$519K 1.68% 11
2024
Q4 		$4.19M Buy
+90,541
New +$4.38M 1.88% 10

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lifelong Wealth Advisors's IFRA Position: Q4 2025 in Review

Lifelong Wealth Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q4 2025, closing a stake of 3,919 shares — an estimated $207K sold.

Lifelong Wealth Advisors first reported a position in IFRA in Q4 2024 and held it in 4 quarters. The position peaked at $4.19M in Q4 2024. 388 funds tracked by Wall St. Rank hold IFRA as of Q4 2025.

  • Lifelong Wealth Advisors reported no remaining iShares US Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
  • Lifelong Wealth Advisors sold 3,919 iShares US Infrastructure ETF shares in Q4 2025, an estimated $207K.
  • Lifelong Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q4 2024 and held it in 4 quarters.
  • Lifelong Wealth Advisors's iShares US Infrastructure ETF position peaked at $4.19M in Q4 2024.
  • 388 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2025.

Based on Lifelong Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.