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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
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

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Perigon Wealth Management's IFRA Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares US Infrastructure ETF (IFRA) stake by 9.4% in Q2 2026, buying an estimated $24.2K and bringing the position to 4,637 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Perigon Wealth Management first reported a position in IFRA in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.15M in Q4 2024. 428 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Perigon Wealth Management held 4,637 shares of iShares US Infrastructure ETF worth $292K as of Q2 2026.
  • Perigon Wealth Management bought 397 iShares US Infrastructure ETF shares in Q2 2026, an estimated $24.2K.
  • iShares US Infrastructure ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1136 holding.
  • Perigon Wealth Management first reported a position in iShares US Infrastructure ETF in Q1 2022 and has held it in 18 quarters since.
  • Perigon Wealth Management's iShares US Infrastructure ETF position peaked at $2.15M in Q4 2024.
  • 428 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.