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 Q2	$731K	Buy	11,591 +102	+0.9%	+$6.22K	﹤0.01%	1007
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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Waverly Advisors's IFRA Position: Q2 2026 in Review

Waverly Advisors increased its iShares US Infrastructure ETF (IFRA) stake by 0.89% in Q2 2026, buying an estimated $6.22K and bringing the position to 11,591 shares worth $731K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Waverly Advisors first reported a position in IFRA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.32M in Q3 2024. 431 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

Waverly Advisors held 11,591 shares of iShares US Infrastructure ETF worth $731K as of Q2 2026.
Waverly Advisors bought 102 iShares US Infrastructure ETF shares in Q2 2026, an estimated $6.22K.
iShares US Infrastructure ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1007 holding.
Waverly Advisors first reported a position in iShares US Infrastructure ETF in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's iShares US Infrastructure ETF position peaked at $2.32M in Q3 2024.
431 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.