Regimen Wealth’s iShares US Infrastructure ETF IFRA Stock Holding History

Regimen Wealth’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
2025 Q2	–	Sell	-6,659	Closed	-$300K	–	75
2025 Q1	$300K	Sell	6,659 -25	-0.4%	-$1.17K	0.1%	49
2024 Q4	$309K	Sell	6,684 -453	-6%	-$21.9K	0.1%	48
2024 Q3	$335K	Sell	7,137 -21	-0.3%	-$937	0.11%	48
2024 Q2	$301K	Sell	7,158 -829	-10%	-$35.6K	0.1%	51
2024 Q1	$346K	Buy	7,987 +41	+0.5%	+$1.65K	0.12%	47
2023 Q4	$320K	Buy	7,946 +236	+3%	+$8.79K	0.12%	48
2023 Q3	$282K	Sell	7,710 -402	-5%	-$15.6K	0.12%	49
2023 Q2	$317K	Buy	8,112 +525	+7%	+$19.6K	0.13%	43
2023 Q1	$288K	Sell	7,587 -229	-3%	-$8.65K	0.12%	48
2022 Q4	$283K	Buy	+7,816	New	+$280K	0.19%	41

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Regimen Wealth's IFRA Position: Q2 2025 in Review

Regimen Wealth sold out of iShares US Infrastructure ETF (IFRA) in Q2 2025, closing a stake of 6,659 shares — an estimated $300K sold.

Regimen Wealth first reported a position in IFRA in Q4 2022 and held it in 10 quarters. The position peaked at $346K in Q1 2024. 344 funds tracked by Wall St. Rank hold IFRA as of Q2 2025.

Regimen Wealth reported no remaining iShares US Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
Regimen Wealth sold 6,659 iShares US Infrastructure ETF shares in Q2 2025, an estimated $300K.
Regimen Wealth first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 10 quarters.
Regimen Wealth's iShares US Infrastructure ETF position peaked at $346K in Q1 2024.
344 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2025.

Based on Regimen Wealth's 13F filing for Q2 2025, filed 6 Aug 2025.