PlanVest Financial’s iShares US Infrastructure ETF IFRA Stock Holding History

PlanVest Financial’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	$19.2K	Buy	+305	New	+$18.6K	0.01%	345

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

PlanVest Financial's IFRA Position: Q2 2026 in Review

PlanVest Financial opened a new position in iShares US Infrastructure ETF (IFRA) in Q2 2026: 305 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #345 among its holdings.

415 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

PlanVest Financial held 305 shares of iShares US Infrastructure ETF worth $19.2K as of Q2 2026.
iShares US Infrastructure ETF was a new PlanVest Financial position in Q2 2026.
iShares US Infrastructure ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #345 holding.
415 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.