SL
IFRA icon

SWMG LLC’s iShares US Infrastructure ETF IFRA Stock Holding History

SWMG LLC’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 		$927K Buy
14,945
+264
+2% +$16.1K 0.22% 40
2026
Q1 		$840K Buy
14,681
+70
+0.5% +$4.03K 0.24% 38
2025
Q4 		$856K Buy
14,611
+82
+0.6% +$4.33K 0.24% 44
2025
Q3 		$778K Buy
14,529
+17
+0.1% +$872 0.24% 52
2025
Q2 		$742K Buy
14,512
+55
+0.4% +$2.56K 0.25% 55
2025
Q1 		$650K Sell
14,457
-23,011
-61% -$1.07M 0.26% 56
2024
Q4 		$1.81M Buy
37,468
+12,663
+51% +$613K 0.72% 25
2024
Q3 		$1.23M Sell
24,805
-159
-0.6% -$7.09K 0.51% 31
2024
Q2 		$1.05M Sell
24,964
-207
-0.8% -$8.89K 0.47% 39
2024
Q1 		$1.09M Sell
25,171
-4,812
-16% -$193K 0.49% 36
2023
Q4 		$1.21M Buy
29,983
+510
+2% +$19K 0.58% 31
2023
Q3 		$1.08M Buy
29,473
+573
+2% +$22.3K 0.57% 33
2023
Q2 		$1.13M Buy
28,900
+2,951
+11% +$110K 0.59% 27
2023
Q1 		$968K Sell
25,949
-1,108
-4% -$41.8K 0.54% 32
2022
Q4 		$981K Buy
27,057
+1,193
+5% +$42.7K 0.59% 28
2022
Q3 		$834K Buy
+25,864
New +$933K 0.54% 28

Other funds holding IFRA

WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
T
TrustBank Olney, Illinois $295M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
HP
Haven Private Orlando, Florida $263M AUM 21.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return

SWMG LLC's IFRA Position: Q2 2026 in Review

SWMG LLC increased its iShares US Infrastructure ETF (IFRA) stake by 1.8% in Q2 2026, buying an estimated $16.1K and bringing the position to 14,945 shares worth $927K. The position accounts for 0.22% of the portfolio, ranked #40.

SWMG LLC first reported a position in IFRA in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.81M in Q4 2024. 199 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • SWMG LLC held 14,945 shares of iShares US Infrastructure ETF worth $927K as of Q2 2026.
  • SWMG LLC bought 264 iShares US Infrastructure ETF shares in Q2 2026, an estimated $16.1K.
  • iShares US Infrastructure ETF made up 0.22% of SWMG LLC's portfolio in Q2 2026, its #40 holding.
  • SWMG LLC first reported a position in iShares US Infrastructure ETF in Q3 2022 and has held it in 16 quarters since.
  • SWMG LLC's iShares US Infrastructure ETF position peaked at $1.81M in Q4 2024.
  • 199 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.