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Sound Financial Strategies Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Sound Financial Strategies 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
Q2 		$1.14M Buy
18,140
+408
+2% +$24.9K 0.73% 32
2026
Q1 		$1.01M Sell
17,732
-7,179
-29% -$413K 0.69% 31
2025
Q4 		$1.31M Buy
24,911
+10
+0% +$529 0.93% 24
2025
Q3 		$1.32M Sell
24,901
-2,757
-10% -$141K 0.96% 22
2025
Q2 		$1.36M Sell
27,658
-1,099
-4% -$51.1K 1.15% 13
2025
Q1 		$1.3M Buy
+28,757
New +$1.34M 1.16% 13

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Sound Financial Strategies Group's IFRA Position: Q2 2026 in Review

Sound Financial Strategies Group increased its iShares US Infrastructure ETF (IFRA) stake by 2.3% in Q2 2026, buying an estimated $24.9K and bringing the position to 18,140 shares worth $1.14M. The position accounts for 0.73% of the portfolio, ranked #32.

Sound Financial Strategies Group first reported a position in IFRA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.36M in Q2 2025. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Sound Financial Strategies Group held 18,140 shares of iShares US Infrastructure ETF worth $1.14M as of Q2 2026.
  • Sound Financial Strategies Group bought 408 iShares US Infrastructure ETF shares in Q2 2026, an estimated $24.9K.
  • iShares US Infrastructure ETF made up 0.73% of Sound Financial Strategies Group's portfolio in Q2 2026, its #32 holding.
  • Sound Financial Strategies Group first reported a position in iShares US Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
  • Sound Financial Strategies Group's iShares US Infrastructure ETF position peaked at $1.36M in Q2 2025.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.