Mountain Capital Investment Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Mountain Capital Investment 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	$210K	Buy	3,336 +30	+0.9%	+$1.83K	0.03%	85
2026 Q1	$203K	Buy	+3,306	New	+$190K	0.03%	81
2023 Q3	–	Sell	-25,709	Closed	-$1.04M	–	64
2023 Q2	$1.04M	Buy	25,709 +3,695	+17%	+$138K	0.39%	41
2023 Q1	$826K	Buy	22,014 +4,710	+27%	+$178K	0.36%	49
2022 Q4	$650K	Buy	17,304 +787	+5%	+$28.2K	0.3%	58
2022 Q3	$552K	Sell	16,517 -3,197	-16%	-$115K	0.29%	74
2022 Q2	$675K	Buy	+19,714	New	+$728K	0.34%	64

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

Mountain Capital Investment Advisors's IFRA Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its iShares US Infrastructure ETF (IFRA) stake by 0.91% in Q2 2026, buying an estimated $1.83K and bringing the position to 3,336 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #85.

Mountain Capital Investment Advisors first reported a position in IFRA in Q2 2022 and has held it in 7 quarters since. The position peaked at $1.04M in Q2 2023. 431 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Mountain Capital Investment Advisors held 3,336 shares of iShares US Infrastructure ETF worth $210K as of Q2 2026.
Mountain Capital Investment Advisors bought 30 iShares US Infrastructure ETF shares in Q2 2026, an estimated $1.83K.
iShares US Infrastructure ETF made up 0.03% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #85 holding.
Mountain Capital Investment Advisors first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 7 quarters since.
Mountain Capital Investment Advisors's iShares US Infrastructure ETF position peaked at $1.04M in Q2 2023.
431 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.