Robertson Stephens Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Robertson Stephens Wealth Management’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	$322K	Sell	5,105 -800	-14%	-$48.8K	0.01%	509
2026 Q1	$338K	Sell	5,905 -3,999	-40%	-$230K	0.01%	485
2025 Q4	$521K	Buy	9,904 +2,401	+32%	+$127K	0.01%	420
2025 Q3	$396K	Sell	7,503 -280	-4%	-$14.4K	0.01%	398
2025 Q2	$383K	Sell	7,783 -114	-1%	-$5.3K	0.01%	417
2025 Q1	$356K	Sell	7,897 -3,456	-30%	-$161K	0.01%	423
2024 Q4	$526K	Buy	11,353 +1,611	+17%	+$78K	0.02%	351
2024 Q3	$458K	Sell	9,742 -1,057	-10%	-$47.2K	0.02%	435
2024 Q2	$455K	Buy	10,799 +1,429	+15%	+$61.4K	0.02%	346
2024 Q1	$406K	Buy	9,370 +2,973	+46%	+$119K	0.02%	379
2023 Q4	$258K	Buy	6,397 +156	+2%	+$5.81K	0.02%	403
2023 Q3	$230K	Buy	+6,241	New	+$243K	0.02%	408
2022 Q3	–	Sell	-12,137	Closed	-$413K	–	376
2022 Q2	$413K	Buy	+12,137	New	+$448K	0.04%	258

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

Robertson Stephens Wealth Management's IFRA Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares US Infrastructure ETF (IFRA) stake by 14% in Q2 2026, selling an estimated $48.8K and leaving 5,105 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #509.

Robertson Stephens Wealth Management first reported a position in IFRA in Q2 2022 and has held it in 13 quarters since. The position peaked at $526K in Q4 2024. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Robertson Stephens Wealth Management held 5,105 shares of iShares US Infrastructure ETF worth $322K as of Q2 2026.
Robertson Stephens Wealth Management sold 800 iShares US Infrastructure ETF shares in Q2 2026, an estimated $48.8K.
iShares US Infrastructure ETF made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #509 holding.
Robertson Stephens Wealth Management first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 13 quarters since.
Robertson Stephens Wealth Management's iShares US Infrastructure ETF position peaked at $526K in Q4 2024.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.