Saxon Interests’s iShares US Infrastructure ETF IFRA Stock Holding History

Saxon Interests’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	$366K	Sell	6,655 -7,580	-53%	-$454K	0.13%	145
2026 Q2	$897K	Buy	14,235 +2,331	+20%	+$142K	0.25%	84
2026 Q1	$681K	Buy	+11,904	New	+$685K	0.23%	114
2023 Q2	–	Sell	-27,475	Closed	-$1.03M	–	174
2023 Q1	$1.03M	Sell	27,475 -3,830	-12%	-$145K	0.58%	53
2022 Q4	$1.16M	Sell	31,305 -1,361	-4%	-$48.7K	0.66%	39
2022 Q3	$1.11M	Buy	32,666 +2,665	+9%	+$96.2K	0.68%	36
2022 Q2	$1.02M	Sell	30,001 -687	-2%	-$25.4K	0.62%	41
2022 Q1	$1.2M	Buy	+30,688	New	+$1.15M	0.64%	42

Other funds holding IFRA

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

Haven Private Orlando, Florida $253M AUM 14.52% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

Eagle Strategies New York $1.03B AUM 18.98% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Saxon Interests's IFRA Position: Q3 2026 in Review

Saxon Interests reduced its iShares US Infrastructure ETF (IFRA) stake by 53% in Q3 2026, selling an estimated $454K and leaving 6,655 shares worth $366K. The position accounts for 0.13% of the portfolio, ranked #145.

Saxon Interests first reported a position in IFRA in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.2M in Q1 2022. 171 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

Saxon Interests held 6,655 shares of iShares US Infrastructure ETF worth $366K as of Q3 2026.
Saxon Interests sold 7,580 iShares US Infrastructure ETF shares in Q3 2026, an estimated $454K.
iShares US Infrastructure ETF made up 0.13% of Saxon Interests's portfolio in Q3 2026, its #145 holding.
Saxon Interests first reported a position in iShares US Infrastructure ETF in Q1 2022 and has held it in 8 quarters since.
Saxon Interests's iShares US Infrastructure ETF position peaked at $1.2M in Q1 2022.
171 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.