Oak Barrel Wealth Advisory’s iShares US Infrastructure ETF IFRA Stock Holding History

Oak Barrel Wealth Advisory’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	$435K	Buy	+6,901	New	+$421K	0.19%	57
2025 Q4	$362K	Buy	+6,873	New	+$363K	0.22%	59

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

Oak Barrel Wealth Advisory's IFRA Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in iShares US Infrastructure ETF (IFRA) in Q2 2026: 6,901 shares worth $435K. The stake represents 0.19% of the portfolio and ranks #57 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IFRA as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in IFRA in Q4 2025 and has held it in 2 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Oak Barrel Wealth Advisory held 6,901 shares of iShares US Infrastructure ETF worth $435K as of Q2 2026.
iShares US Infrastructure ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
iShares US Infrastructure ETF made up 0.19% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #57 holding.
Oak Barrel Wealth Advisory first reported a position in iShares US Infrastructure ETF in Q4 2025 and has held it in 2 quarters since.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.