Physician Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Physician Wealth 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	$172K	Sell	2,727 -23	-0.8%	-$1.4K	0.02%	233
2026 Q1	$157K	Sell	2,750 -517	-16%	-$29.7K	0.02%	219
2025 Q4	$172K	Buy	3,267 +1,417	+77%	+$74.9K	0.02%	215
2025 Q3	$97.7K	Buy	1,850 +955	+107%	+$49K	0.01%	276
2025 Q2	$44K	Sell	895 -648	-42%	-$30.1K	0.01%	369
2025 Q1	$69.5K	Sell	1,543 -43,298	-97%	-$2.02M	0.01%	293
2024 Q4	$2.08M	Sell	44,841 -666	-1%	-$32.2K	0.35%	46
2024 Q3	$2.17M	Buy	45,507 +3,182	+8%	+$142K	0.39%	40
2024 Q2	$1.9M	Buy	42,325 +1,425	+3%	+$61.2K	0.35%	45
2024 Q1	$1.69M	Buy	40,900 +1,770	+5%	+$71.1K	0.35%	45
2023 Q4	$1.51M	Buy	39,130 +5,139	+15%	+$191K	0.34%	47
2023 Q3	$1.23M	Buy	33,991 +111	+0.3%	+$4.32K	0.32%	48
2023 Q2	$1.33M	Buy	33,880 +692	+2%	+$25.8K	0.33%	44
2023 Q1	$1.24M	Buy	33,188 +2,583	+8%	+$97.6K	0.33%	45
2022 Q4	$1.16M	Buy	30,605 +1,437	+5%	+$51.4K	0.31%	44
2022 Q3	$992K	Buy	29,168 +393	+1%	+$14.2K	0.3%	50
2022 Q2	$1.07M	Buy	+28,775	New	+$1.06M	0.31%	49

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

Physician Wealth Advisors's IFRA Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares US Infrastructure ETF (IFRA) stake by 0.84% in Q2 2026, selling an estimated $1.4K and leaving 2,727 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #233.

Physician Wealth Advisors first reported a position in IFRA in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.17M in Q3 2024. 428 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Physician Wealth Advisors held 2,727 shares of iShares US Infrastructure ETF worth $172K as of Q2 2026.
Physician Wealth Advisors sold 23 iShares US Infrastructure ETF shares in Q2 2026, an estimated $1.4K.
iShares US Infrastructure ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #233 holding.
Physician Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 17 quarters since.
Physician Wealth Advisors's iShares US Infrastructure ETF position peaked at $2.17M in Q3 2024.
428 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.