MWA
IFRA icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Medallion Wealth Advisors's IFRA Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its iShares US Infrastructure ETF (IFRA) stake by 15% in Q1 2026, selling an estimated $22.3K and leaving 2,240 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #314.

Medallion Wealth Advisors first reported a position in IFRA in Q4 2024 and has held it in 6 quarters since. The position peaked at $147K in Q2 2025. 396 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

  • Medallion Wealth Advisors held 2,240 shares of iShares US Infrastructure ETF worth $128K as of Q1 2026.
  • Medallion Wealth Advisors sold 388 iShares US Infrastructure ETF shares in Q1 2026, an estimated $22.3K.
  • iShares US Infrastructure ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #314 holding.
  • Medallion Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's iShares US Infrastructure ETF position peaked at $147K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.