UAG
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United Advisor Group’s iShares US Infrastructure ETF IFRA Stock Holding History

United Advisor 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 		$239K Buy
3,793
+83
+2% +$5.06K 0.03% 479
2026
Q1 		$212K Buy
+3,710
New +$213K 0.03% 480
2025
Q4 		– Sell
-6,089
Closed -$322K – 498
2025
Q3 		$322K Buy
6,089
+1,005
+20% +$51.6K 0.04% 344
2025
Q2 		$250K Buy
+5,084
New +$237K 0.04% 343

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

United Advisor Group's IFRA Position: Q2 2026 in Review

United Advisor Group increased its iShares US Infrastructure ETF (IFRA) stake by 2.2% in Q2 2026, buying an estimated $5.06K and bringing the position to 3,793 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #479.

United Advisor Group first reported a position in IFRA in Q2 2025 and has held it in 4 quarters since. The position peaked at $322K in Q3 2025. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • United Advisor Group held 3,793 shares of iShares US Infrastructure ETF worth $239K as of Q2 2026.
  • United Advisor Group bought 83 iShares US Infrastructure ETF shares in Q2 2026, an estimated $5.06K.
  • iShares US Infrastructure ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #479 holding.
  • United Advisor Group first reported a position in iShares US Infrastructure ETF in Q2 2025 and has held it in 4 quarters since.
  • United Advisor Group's iShares US Infrastructure ETF position peaked at $322K in Q3 2025.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.