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

Marks Group 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	$310K	Hold	4,924	–	–	0.03%	314
2026 Q1	$282K	Hold	4,924	–	–	0.03%	298
2025 Q4	$259K	Hold	4,924	–	–	0.02%	305
2025 Q3	$260K	Hold	4,924	–	–	0.02%	271
2025 Q2	$242K	Sell	4,924 -348	-7%	-$16.2K	0.02%	274
2025 Q1	$238K	Hold	5,272	–	–	0.02%	285
2024 Q4	$244K	Hold	5,272	–	–	0.02%	273
2024 Q3	$248K	Hold	5,272	–	–	0.02%	274
2024 Q2	$222K	Sell	5,272 -286	-5%	-$12.3K	0.02%	280
2024 Q1	$241K	Buy	5,558 +286	+5%	+$11.5K	0.03%	281
2023 Q4	$212K	Buy	+5,272	New	+$196K	0.02%	285
2023 Q3	–	Sell	-5,272	Closed	-$206K	–	280
2023 Q2	$206K	Buy	+5,272	New	+$197K	0.02%	270

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

Marks Group Wealth Management's IFRA Position: Q2 2026 in Review

Marks Group Wealth Management held its iShares US Infrastructure ETF (IFRA) position steady in Q2 2026 at 4,924 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #314.

Marks Group Wealth Management first reported a position in IFRA in Q2 2023 and has held it in 12 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Marks Group Wealth Management held 4,924 shares of iShares US Infrastructure ETF worth $310K as of Q2 2026.
Marks Group Wealth Management left its iShares US Infrastructure ETF share count unchanged in Q2 2026.
iShares US Infrastructure ETF made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #314 holding.
Marks Group Wealth Management first reported a position in iShares US Infrastructure ETF in Q2 2023 and has held it in 12 quarters since.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.