Marshall & Sterling Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Marshall & Sterling 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
2026 Q2	$130	Hold	2	–	–	﹤0.01%	335
2026 Q1	$117	Hold	2	–	–	﹤0.01%	340
2025 Q4	$107	Sell	2 -1	-33%	-$53	﹤0.01%	334
2025 Q3	$107	Hold	3	–	–	﹤0.01%	641
2025 Q2	$99	Buy	3 +1	+50%	+$47	﹤0.01%	625
2025 Q1	$91	Buy	+2	New	+$93	﹤0.01%	633

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

Marshall & Sterling Wealth Advisors's IFRA Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares US Infrastructure ETF (IFRA) position steady in Q2 2026 at 2 shares worth $130. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Marshall & Sterling Wealth Advisors first reported a position in IFRA in Q1 2025 and has held it in 6 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Marshall & Sterling Wealth Advisors held 2 shares of iShares US Infrastructure ETF worth $130 as of Q2 2026.
Marshall & Sterling Wealth Advisors left its iShares US Infrastructure ETF share count unchanged in Q2 2026.
iShares US Infrastructure ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #335 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.