Waterfront Wealth
IFRA icon

Waterfront Wealth’s iShares US Infrastructure ETF IFRA Stock Holding History

Waterfront Wealth’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
Q3 		$1.14M Buy
20,049
+2,368
+13% +$142K 0.18% 151
2026
Q2 		$1.09M Buy
+17,681
New +$1.08M 0.17% 155

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Creative Planning
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
TrustBank
TrustBank Olney, Illinois $317M AUM 14.36% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Laurel Wealth Planning
Laurel Wealth Planning Edina, Minnesota $230M AUM 13.48% 1-Year Est. Return

Waterfront Wealth's IFRA Position: Q3 2026 in Review

Waterfront Wealth increased its iShares US Infrastructure ETF (IFRA) stake by 13% in Q3 2026, buying an estimated $142K and bringing the position to 20,049 shares worth $1.14M. The position accounts for 0.18% of the portfolio, ranked #151.

Waterfront Wealth first reported a position in IFRA in Q2 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold IFRA as of Q3 2026.

  • Waterfront Wealth held 20,049 shares of iShares US Infrastructure ETF worth $1.14M as of Q3 2026.
  • Waterfront Wealth bought 2,368 iShares US Infrastructure ETF shares in Q3 2026, an estimated $142K.
  • iShares US Infrastructure ETF made up 0.18% of Waterfront Wealth's portfolio in Q3 2026, its #151 holding.
  • Waterfront Wealth first reported a position in iShares US Infrastructure ETF in Q2 2026 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.