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Root Financial Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Root Financial Partners’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 		– Sell
-2,687
Closed -$154K – 1727
2026
Q1 		$154K Buy
2,687
+1,149
+75% +$66.1K 0.01% 409
2025
Q4 		$80.9K Buy
1,538
+940
+157% +$49.7K ﹤0.01% 541
2025
Q3 		$31.6K Buy
+598
New +$30.7K ﹤0.01% 863

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Root Financial Partners's IFRA Position: Q2 2026 in Review

Root Financial Partners sold out of iShares US Infrastructure ETF (IFRA) in Q2 2026, closing a stake of 2,687 shares — an estimated $154K sold.

Root Financial Partners first reported a position in IFRA in Q3 2025 and held it in 3 quarters. The position peaked at $154K in Q1 2026. 428 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Root Financial Partners reported no remaining iShares US Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,687 iShares US Infrastructure ETF shares in Q2 2026, an estimated $154K.
  • Root Financial Partners first reported a position in iShares US Infrastructure ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares US Infrastructure ETF position peaked at $154K in Q1 2026.
  • 428 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.