Perigon Wealth Management
IFRA icon

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

Perigon 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 		– Sell
-4,637
Closed -$292K – 1518
2026
Q2 		$292K Buy
4,637
+397
+9% +$24.2K ﹤0.01% 1136
2026
Q1 		$243K Sell
4,240
-146
-3% -$8.4K ﹤0.01% 1111
2025
Q4 		$231K Sell
4,386
-511
-10% -$27K ﹤0.01% 1155
2025
Q3 		$259K Sell
4,897
-297
-6% -$15.2K 0.01% 1041
2025
Q2 		$255K Buy
5,194
+555
+12% +$25.8K 0.01% 904
2025
Q1 		$209K Sell
4,639
-39,996
-90% -$1.87M 0.01% 954
2024
Q4 		$2.15M Buy
44,635
+13,588
+44% +$658K 0.05% 299
2024
Q3 		$1.46M Buy
31,047
+5,692
+22% +$254K 0.04% 343
2024
Q2 		$1.07M Buy
25,355
+1,801
+8% +$77.4K 0.03% 361
2024
Q1 		$1.02M Buy
23,554
+4,224
+22% +$170K 0.03% 367
2023
Q4 		$778K Buy
19,330
+2,175
+13% +$81K 0.03% 398
2023
Q3 		$628K Sell
17,155
-1,496
-8% -$58.2K 0.03% 394
2023
Q2 		$729K Buy
18,651
+1,052
+6% +$39.3K 0.03% 371
2023
Q1 		$657K Buy
17,599
+129
+0.7% +$4.87K 0.04% 343
2022
Q4 		$633K Buy
17,470
+8,422
+93% +$301K 0.04% 348
2022
Q3 		$292K Sell
9,048
-9,747
-52% -$352K 0.03% 430
2022
Q2 		$640K Sell
18,795
-19,573
-51% -$723K 0.05% 283
2022
Q1 		$1.49M Buy
+38,368
New +$1.43M 0.11% 171

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Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Sage Private Wealth Group
Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Eagle Strategies
Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Forte Asset Management
Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

Perigon Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q3 2026, closing a stake of 4,637 shares — an estimated $292K sold.

Perigon Wealth Management first reported a position in IFRA in Q1 2022 and held it in 18 quarters. The position peaked at $2.15M in Q4 2024. 108 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

  • Perigon Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 4,637 iShares US Infrastructure ETF shares in Q3 2026, an estimated $292K.
  • Perigon Wealth Management first reported a position in iShares US Infrastructure ETF in Q1 2022 and held it in 18 quarters.
  • Perigon Wealth Management's iShares US Infrastructure ETF position peaked at $2.15M in Q4 2024.
  • 108 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.