Innovative Advisory Group, LLC’s iShares US Infrastructure ETF IFRA Stock Holding History

Innovative Advisory Group, LLC’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	–	Sell	-7	Closed	-$368	–	119
2025 Q4	$368	Sell	7 -95	-93%	-$5.02K	﹤0.01%	225
2025 Q3	$5.39K	Hold	102	–	–	﹤0.01%	158
2025 Q2	$5.02K	Hold	102	–	–	﹤0.01%	155
2025 Q1	$4.6K	Hold	102	–	–	﹤0.01%	137
2024 Q4	$4.72K	Buy	+102	New	+$4.94K	﹤0.01%	128

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Innovative Advisory Group, LLC's IFRA Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of iShares US Infrastructure ETF (IFRA) in Q1 2026, closing a stake of 7 shares — an estimated $368 sold.

Innovative Advisory Group, LLC first reported a position in IFRA in Q4 2024 and held it in 5 quarters. The position peaked at $5.39K in Q3 2025. 398 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

Innovative Advisory Group, LLC reported no remaining iShares US Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
Innovative Advisory Group, LLC sold 7 iShares US Infrastructure ETF shares in Q1 2026, an estimated $368.
Innovative Advisory Group, LLC first reported a position in iShares US Infrastructure ETF in Q4 2024 and held it in 5 quarters.
Innovative Advisory Group, LLC's iShares US Infrastructure ETF position peaked at $5.39K in Q3 2025.
398 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.