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Summit Investment Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Summit Investment 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
2025
Q2 		$325K Buy
6,504
+25
+0.4% +$1.16K 0.27% 48
2025
Q1 		$300K Buy
6,479
+38
+0.6% +$1.77K 0.27% 46
2024
Q4 		$307K Buy
+6,441
New +$312K 0.27% 42

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Summit Investment Advisors's IFRA Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares US Infrastructure ETF (IFRA) stake by 0.39% in Q2 2025, buying an estimated $1.16K and bringing the position to 6,504 shares worth $325K. The position accounts for 0.27% of the portfolio, ranked #48.

Summit Investment Advisors first reported a position in IFRA in Q4 2024 and has held it in 3 quarters since. 345 funds tracked by Wall St. Rank hold IFRA as of Q2 2025.

  • Summit Investment Advisors held 6,504 shares of iShares US Infrastructure ETF worth $325K as of Q2 2025.
  • Summit Investment Advisors bought 25 iShares US Infrastructure ETF shares in Q2 2025, an estimated $1.16K.
  • iShares US Infrastructure ETF made up 0.27% of Summit Investment Advisors's portfolio in Q2 2025, its #48 holding.
  • Summit Investment Advisors first reported a position in iShares US Infrastructure ETF in Q4 2024 and has held it in 3 quarters since.
  • 345 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.