SOA Wealth Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

SOA Wealth Advisors’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	$176K	Buy	2,793 +8	+0.3%	+$488	0.03%	221
2026 Q1	$159K	Buy	2,785 +14	+0.5%	+$805	0.03%	221
2025 Q4	$146K	Buy	2,771 +16	+0.6%	+$846	0.02%	243
2025 Q3	$146K	Buy	2,755 +11	+0.4%	+$564	0.03%	248
2025 Q2	$135K	Buy	2,744 +10	+0.4%	+$465	0.03%	245
2025 Q1	$123K	Buy	2,734 +16	+0.6%	+$746	0.03%	238
2024 Q4	$126K	Buy	2,718 +14	+0.5%	+$678	0.02%	232
2024 Q3	$127K	Buy	2,704 +14	+0.5%	+$625	0.02%	226
2024 Q2	$113K	Buy	2,690 +11	+0.4%	+$473	0.02%	236
2024 Q1	$116K	Buy	2,679 +10	+0.4%	+$401	0.02%	233
2023 Q4	$107K	Buy	2,669 +32	+1%	+$1.19K	0.02%	227
2023 Q3	$96.5K	Hold	2,637	–	–	0.02%	231
2023 Q2	$103K	Buy	2,637 +11	+0.4%	+$411	0.02%	231
2023 Q1	$98K	Buy	2,626 +12	+0.5%	+$453	0.02%	226
2022 Q4	$94.8K	Buy	2,614 +35	+1%	+$1.25K	0.03%	226
2022 Q3	$83K	Hold	2,579	–	–	0.03%	218
2022 Q2	$87K	Buy	2,579 +7	+0.3%	+$258	0.03%	213
2022 Q1	$100K	Buy	2,572 +11	+0.4%	+$411	0.02%	226
2021 Q4	$97K	Buy	2,561 +31	+1%	+$1.14K	0.02%	220
2021 Q3	$86K	Hold	2,530	–	–	0.02%	240
2021 Q2	$89K	Sell	2,530 -408	-14%	-$14.6K	0.02%	231
2021 Q1	$101K	Hold	2,938	–	–	0.03%	192
2020 Q4	$93K	Buy	+2,938	New	+$82.1K	0.03%	197

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

SOA Wealth Advisors's IFRA Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares US Infrastructure ETF (IFRA) stake by 0.29% in Q2 2026, buying an estimated $488 and bringing the position to 2,793 shares worth $176K. The position accounts for 0.03% of the portfolio, ranked #221.

SOA Wealth Advisors first reported a position in IFRA in Q4 2020 and has held it in 23 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

SOA Wealth Advisors held 2,793 shares of iShares US Infrastructure ETF worth $176K as of Q2 2026.
SOA Wealth Advisors bought 8 iShares US Infrastructure ETF shares in Q2 2026, an estimated $488.
iShares US Infrastructure ETF made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #221 holding.
SOA Wealth Advisors first reported a position in iShares US Infrastructure ETF in Q4 2020 and has held it in 23 quarters since.
427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.