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United Capital Financial Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

United Capital Financial 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
2026
Q2 		$2.19M Buy
34,686
+12,113
+54% +$739K 0.01% 559
2026
Q1 		$1.29M Buy
22,573
+4,789
+27% +$275K 0.01% 674
2025
Q4 		$936K Buy
17,784
+7,377
+71% +$390K 0.01% 760
2025
Q3 		$550K Sell
10,407
-4,005
-28% -$205K ﹤0.01% 838
2025
Q2 		$709K Sell
14,412
-807
-5% -$37.5K 0.01% 686
2025
Q1 		$686K Sell
15,219
-202,721
-93% -$9.46M 0.01% 657
2024
Q4 		$10.1M Sell
217,940
-174
-0.1% -$8.42K 0.09% 173
2024
Q3 		$10.2M Sell
218,114
-781
-0.4% -$34.8K 0.08% 182
2024
Q2 		$9.22M Sell
218,895
-6,859
-3% -$295K 0.08% 187
2024
Q1 		$9.79M Sell
225,754
-16,752
-7% -$673K 0.08% 183
2023
Q4 		$9.77M Buy
242,506
+232,877
+2,418% +$8.67M 0.08% 191
2023
Q3 		$352K Sell
9,629
-501
-5% -$19.5K ﹤0.01% 704
2023
Q2 		$396K Sell
10,130
-2,823
-22% -$105K ﹤0.01% 721
2023
Q1 		$483K Buy
12,953
+1,376
+12% +$52K ﹤0.01% 730
2022
Q4 		$420K Buy
11,577
+838
+8% +$30K ﹤0.01% 794
2022
Q3 		$346K Buy
10,739
+1,799
+20% +$64.9K ﹤0.01% 861
2022
Q2 		$304K Buy
+8,940
New +$330K ﹤0.01% 937

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 Capital Financial Advisors's IFRA Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares US Infrastructure ETF (IFRA) stake by 54% in Q2 2026, buying an estimated $739K and bringing the position to 34,686 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #559.

United Capital Financial Advisors first reported a position in IFRA in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.2M in Q3 2024. 428 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • United Capital Financial Advisors held 34,686 shares of iShares US Infrastructure ETF worth $2.19M as of Q2 2026.
  • United Capital Financial Advisors bought 12,113 iShares US Infrastructure ETF shares in Q2 2026, an estimated $739K.
  • iShares US Infrastructure ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #559 holding.
  • United Capital Financial Advisors first reported a position in iShares US Infrastructure ETF in Q2 2022 and has held it in 17 quarters since.
  • United Capital Financial Advisors's iShares US Infrastructure ETF position peaked at $10.2M in Q3 2024.
  • 428 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.