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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
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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Root Financial Partners's IFRA Position: Q1 2026 in Review

Root Financial Partners increased its iShares US Infrastructure ETF (IFRA) stake by 75% in Q1 2026, buying an estimated $66.1K and bringing the position to 2,687 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #409.

Root Financial Partners first reported a position in IFRA in Q3 2025 and has held it in 3 quarters since. 396 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

  • Root Financial Partners held 2,687 shares of iShares US Infrastructure ETF worth $154K as of Q1 2026.
  • Root Financial Partners bought 1,149 iShares US Infrastructure ETF shares in Q1 2026, an estimated $66.1K.
  • iShares US Infrastructure ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #409 holding.
  • Root Financial Partners first reported a position in iShares US Infrastructure ETF in Q3 2025 and has held it in 3 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.