Mosley Wealth Management
IFRA icon

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

Mosley 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
Q3 		$79.2K Buy
1,399
+12
+0.9% +$718 0.02% 229
2026
Q2 		$87.4K Sell
1,387
-5,305
-79% -$324K 0.03% 208
2026
Q1 		$353K Buy
6,692
+13
+0.2% +$748 0.16% 116
2025
Q4 		$358K Buy
+6,679
New +$353K 0.16% 120
2024
Q4 		$621K Buy
13,133
+535
+4% +$25.9K 0.38% 58
2024
Q3 		$602K Buy
12,598
+1,446
+13% +$64.5K 0.41% 55
2024
Q2 		$470K Buy
11,152
+2,483
+29% +$107K 0.4% 57
2024
Q1 		$376K Buy
8,669
+2,168
+33% +$87K 0.35% 69
2023
Q4 		$262K Buy
+6,501
New +$242K 0.26% 82

Other funds holding IFRA

WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $7.1B AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return

Mosley Wealth Management's IFRA Position: Q3 2026 in Review

Mosley Wealth Management increased its iShares US Infrastructure ETF (IFRA) stake by 0.87% in Q3 2026, buying an estimated $718 and bringing the position to 1,399 shares worth $79.2K. The position accounts for 0.02% of the portfolio, ranked #229.

Mosley Wealth Management first reported a position in IFRA in Q4 2023 and has held it in 9 quarters since. The position peaked at $621K in Q4 2024. 283 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

  • Mosley Wealth Management held 1,399 shares of iShares US Infrastructure ETF worth $79.2K as of Q3 2026.
  • Mosley Wealth Management bought 12 iShares US Infrastructure ETF shares in Q3 2026, an estimated $718.
  • iShares US Infrastructure ETF made up 0.02% of Mosley Wealth Management's portfolio in Q3 2026, its #229 holding.
  • Mosley Wealth Management first reported a position in iShares US Infrastructure ETF in Q4 2023 and has held it in 9 quarters since.
  • Mosley Wealth Management's iShares US Infrastructure ETF position peaked at $621K in Q4 2024.
  • 283 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.