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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$90.5K Buy
+1,644
New +$98.4K ﹤0.01% 782
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

Root Financial Partners's IFRA Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares US Infrastructure ETF (IFRA) in Q3 2026: 1,644 shares worth $90.5K. The stake represents ﹤0.01% of the portfolio and ranks #782 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IFRA as recently as Q1 2026.

Root Financial Partners first reported a position in IFRA in Q3 2025 and has held it in 4 quarters since. The position peaked at $154K in Q1 2026. 246 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

  • Root Financial Partners held 1,644 shares of iShares US Infrastructure ETF worth $90.5K as of Q3 2026.
  • iShares US Infrastructure ETF was a new Root Financial Partners position in Q3 2026.
  • iShares US Infrastructure ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #782 holding.
  • Root Financial Partners first reported a position in iShares US Infrastructure ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares US Infrastructure ETF position peaked at $154K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.