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

Ridgeline 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
2026 Q2	$280K	Sell	4,442 -84	-2%	-$5.12K	0.16%	51
2026 Q1	$259K	Sell	4,526 -198	-4%	-$11.4K	0.19%	41
2025 Q4	$249K	Sell	4,724 -18	-0.4%	-$951	0.17%	46
2025 Q3	$250K	Sell	4,742 -15	-0.3%	-$770	0.18%	43
2025 Q2	$234K	Sell	4,757 -621	-12%	-$28.9K	0.19%	43
2025 Q1	$242K	Sell	5,378 -838	-13%	-$39.1K	0.21%	44
2024 Q4	$288K	Buy	+6,216	New	+$301K	0.23%	44

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

Ridgeline Wealth's IFRA Position: Q2 2026 in Review

Ridgeline Wealth reduced its iShares US Infrastructure ETF (IFRA) stake by 1.9% in Q2 2026, selling an estimated $5.12K and leaving 4,442 shares worth $280K. The position accounts for 0.16% of the portfolio, ranked #51.

Ridgeline Wealth first reported a position in IFRA in Q4 2024 and has held it in 7 quarters since. The position peaked at $288K in Q4 2024. 428 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Ridgeline Wealth held 4,442 shares of iShares US Infrastructure ETF worth $280K as of Q2 2026.
Ridgeline Wealth sold 84 iShares US Infrastructure ETF shares in Q2 2026, an estimated $5.12K.
iShares US Infrastructure ETF made up 0.16% of Ridgeline Wealth's portfolio in Q2 2026, its #51 holding.
Ridgeline Wealth first reported a position in iShares US Infrastructure ETF in Q4 2024 and has held it in 7 quarters since.
Ridgeline Wealth's iShares US Infrastructure ETF position peaked at $288K in Q4 2024.
428 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.