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

Medallion 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	$140K	Sell	2,226 -14	-0.6%	-$854	0.04%	293
2026 Q1	$128K	Sell	2,240 -388	-15%	-$22.3K	0.04%	314
2025 Q4	$138K	Sell	2,628 -127	-5%	-$6.71K	0.05%	295
2025 Q3	$146K	Sell	2,755 -200	-7%	-$10.3K	0.05%	284
2025 Q2	$147K	Hold	2,955	–	–	0.06%	280
2025 Q1	$134K	Buy	2,955 +120	+4%	+$5.6K	0.06%	262
2024 Q4	$131K	Buy	+2,835	New	+$137K	0.07%	250

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

Medallion Wealth Advisors's IFRA Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its iShares US Infrastructure ETF (IFRA) stake by 0.63% in Q2 2026, selling an estimated $854 and leaving 2,226 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #293.

Medallion Wealth Advisors first reported a position in IFRA in Q4 2024 and has held it in 7 quarters since. The position peaked at $147K in Q2 2025. 430 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Medallion Wealth Advisors held 2,226 shares of iShares US Infrastructure ETF worth $140K as of Q2 2026.
Medallion Wealth Advisors sold 14 iShares US Infrastructure ETF shares in Q2 2026, an estimated $854.
iShares US Infrastructure ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q2 2026, its #293 holding.
Medallion Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares US Infrastructure ETF position peaked at $147K in Q2 2025.
430 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.