Sage Private Wealth Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Sage Private Wealth Group’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	$7.86M	Buy	+142,855	New	+$8.55M	2.64%	14

Other funds holding IFRA

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Global Retirement Partners San Rafael, California $7.1B AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Sage Private Wealth Group's IFRA Position: Q3 2026 in Review

Sage Private Wealth Group opened a new position in iShares US Infrastructure ETF (IFRA) in Q3 2026: 142,855 shares worth $7.86M. The stake represents 2.64% of the portfolio and ranks #14 among its holdings.

315 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

Sage Private Wealth Group held 142,855 shares of iShares US Infrastructure ETF worth $7.86M as of Q3 2026.
iShares US Infrastructure ETF was a new Sage Private Wealth Group position in Q3 2026.
iShares US Infrastructure ETF made up 2.64% of Sage Private Wealth Group's portfolio in Q3 2026, its #14 holding.
315 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Sage Private Wealth Group's 13F filing for Q3 2026, filed 21 Oct 2026.