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 Q3	$250K	Sell	4,362 -80	-2%	-$4.79K	0.14%	52
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

TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return

Ridgeline Wealth's IFRA Position: Q3 2026 in Review

Ridgeline Wealth reduced its iShares US Infrastructure ETF (IFRA) stake by 1.8% in Q3 2026, selling an estimated $4.79K and leaving 4,362 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #52.

Ridgeline Wealth first reported a position in IFRA in Q4 2024 and has held it in 8 quarters since. The position peaked at $288K in Q4 2024. 103 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

Ridgeline Wealth held 4,362 shares of iShares US Infrastructure ETF worth $250K as of Q3 2026.
Ridgeline Wealth sold 80 iShares US Infrastructure ETF shares in Q3 2026, an estimated $4.79K.
iShares US Infrastructure ETF made up 0.14% of Ridgeline Wealth's portfolio in Q3 2026, its #52 holding.
Ridgeline Wealth first reported a position in iShares US Infrastructure ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's iShares US Infrastructure ETF position peaked at $288K in Q4 2024.
103 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.