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

Mascoma 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 		$166K Sell
2,626
-98
-4% -$5.98K 0.03% 108
2026
Q1 		$156K Sell
2,724
-37
-1% -$2.13K 0.03% 109
2025
Q4 		$145K Buy
2,761
+203
+8% +$10.7K 0.03% 109
2025
Q3 		$135K Sell
2,558
-77
-3% -$3.95K 0.03% 112
2025
Q2 		$130K Sell
2,635
-698
-21% -$32.5K 0.03% 112
2025
Q1 		$150K Sell
3,333
-96
-3% -$4.48K 0.04% 105
2024
Q4 		$159K Sell
3,429
-27
-0.8% -$1.31K 0.04% 107
2024
Q3 		$162K Sell
3,456
-532
-13% -$23.7K 0.04% 104
2024
Q2 		$168K Sell
3,988
-2,061
-34% -$88.6K 0.04% 101
2024
Q1 		$262K Sell
6,049
-3,310
-35% -$133K 0.07% 84
2023
Q4 		$377K Sell
9,359
-4,467
-32% -$166K 0.11% 68
2023
Q3 		$506K Buy
13,826
+2,503
+22% +$97.3K 0.16% 55
2023
Q2 		$447K Sell
11,323
-25
-0.2% -$934 0.14% 64
2023
Q1 		$421K Sell
11,348
-1,850
-14% -$69.9K 0.12% 80
2022
Q4 		$479K Sell
13,198
-1,240
-9% -$44.4K 0.15% 67
2022
Q3 		$465K Buy
14,438
+8,770
+155% +$316K 0.16% 70
2022
Q2 		$193K Sell
5,668
-1,725
-23% -$63.7K 0.07% 114
2022
Q1 		$288K Hold
7,393
– – 0.09% 96
2021
Q4 		$283K Buy
7,393
+682
+10% +$25K 0.1% 91
2021
Q3 		$229K Sell
6,711
-3,838
-36% -$137K 0.09% 98
2021
Q2 		$372K Buy
10,549
+4,548
+76% +$163K 0.16% 74
2021
Q1 		$208K Buy
+6,001
New +$193K 0.09% 103

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

Mascoma Wealth Management reduced its iShares US Infrastructure ETF (IFRA) stake by 3.6% in Q2 2026, selling an estimated $5.98K and leaving 2,626 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #108.

Mascoma Wealth Management first reported a position in IFRA in Q1 2021 and has held it in 22 quarters since. The position peaked at $506K in Q3 2023. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Mascoma Wealth Management held 2,626 shares of iShares US Infrastructure ETF worth $166K as of Q2 2026.
  • Mascoma Wealth Management sold 98 iShares US Infrastructure ETF shares in Q2 2026, an estimated $5.98K.
  • iShares US Infrastructure ETF made up 0.03% of Mascoma Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Mascoma Wealth Management first reported a position in iShares US Infrastructure ETF in Q1 2021 and has held it in 22 quarters since.
  • Mascoma Wealth Management's iShares US Infrastructure ETF position peaked at $506K in Q3 2023.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.