Waverly Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Waverly 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 Q1	$657K	Sell	11,489 -142	-1%	-$8.17K	﹤0.01%	961
2025 Q4	$612K	Buy	11,631 +498	+4%	+$26.3K	0.01%	927
2025 Q3	$588K	Sell	11,133 -7,834	-41%	-$402K	0.01%	797
2025 Q2	$933K	Sell	18,967 -15,224	-45%	-$708K	0.01%	634
2025 Q1	$1.54M	Sell	34,191 -15,135	-31%	-$706K	0.02%	531
2024 Q4	$2.28M	Sell	49,326 -78	-0.2%	-$3.78K	0.04%	358
2024 Q3	$2.32M	Buy	49,404 +6,324	+15%	+$282K	0.04%	306
2024 Q2	$1.81M	Buy	43,080 +38,034	+754%	+$1.63M	0.04%	330
2024 Q1	$219K	Buy	+5,046	New	+$203K	0.01%	642

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Waverly Advisors's IFRA Position: Q1 2026 in Review

Waverly Advisors reduced its iShares US Infrastructure ETF (IFRA) stake by 1.2% in Q1 2026, selling an estimated $8.17K and leaving 11,489 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Waverly Advisors first reported a position in IFRA in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.32M in Q3 2024. 395 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

Waverly Advisors held 11,489 shares of iShares US Infrastructure ETF worth $657K as of Q1 2026.
Waverly Advisors sold 142 iShares US Infrastructure ETF shares in Q1 2026, an estimated $8.17K.
iShares US Infrastructure ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #961 holding.
Waverly Advisors first reported a position in iShares US Infrastructure ETF in Q1 2024 and has held it in 9 quarters since.
Waverly Advisors's iShares US Infrastructure ETF position peaked at $2.32M in Q3 2024.
395 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.