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

Sovereign Financial 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 		$348K Hold
5,513
– – 0.05% 273
2026
Q1 		$315K Sell
5,513
-126
-2% -$7.25K 0.05% 274
2025
Q4 		$297K Sell
5,639
-221
-4% -$11.7K 0.05% 273
2025
Q3 		$310K Sell
5,860
-36
-0.6% -$1.85K 0.06% 262
2025
Q2 		$290K Sell
5,896
-42
-0.7% -$1.95K 0.06% 252
2025
Q1 		$268K Sell
5,938
-5,126
-46% -$239K 0.06% 244
2024
Q4 		$512K Sell
11,064
-170
-2% -$8.23K 0.12% 160
2024
Q3 		$528K Buy
11,234
+81
+0.7% +$3.61K 0.12% 155
2024
Q2 		$470K Buy
11,153
+1,360
+14% +$58.4K 0.12% 159
2024
Q1 		$425K Buy
9,793
+113
+1% +$4.54K 0.11% 173
2023
Q4 		$390K Sell
9,680
-322
-3% -$12K 0.12% 163
2023
Q3 		$366K Sell
10,002
-166
-2% -$6.46K 0.13% 151
2023
Q2 		$397K Sell
10,168
-193
-2% -$7.21K 0.13% 158
2023
Q1 		$387K Buy
10,361
+280
+3% +$10.6K 0.14% 147
2022
Q4 		$366K Buy
10,081
+1,985
+25% +$71K 0.14% 148
2022
Q3 		$261K Sell
8,096
-1,119
-12% -$40.4K 0.11% 169
2022
Q2 		$314K Buy
+9,215
New +$340K 0.12% 150

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

Sovereign Financial Group's IFRA Position: Q2 2026 in Review

Sovereign Financial Group held its iShares US Infrastructure ETF (IFRA) position steady in Q2 2026 at 5,513 shares worth $348K. The position accounts for 0.05% of the portfolio, ranked #273.

Sovereign Financial Group first reported a position in IFRA in Q2 2022 and has held it in 17 quarters since. The position peaked at $528K in Q3 2024. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Sovereign Financial Group held 5,513 shares of iShares US Infrastructure ETF worth $348K as of Q2 2026.
  • Sovereign Financial Group left its iShares US Infrastructure ETF share count unchanged in Q2 2026.
  • iShares US Infrastructure ETF made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #273 holding.
  • Sovereign Financial Group first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 17 quarters since.
  • Sovereign Financial Group's iShares US Infrastructure ETF position peaked at $528K in Q3 2024.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.