Wealth Management Resources’s iShares US Infrastructure ETF IFRA Stock Holding History

Wealth Management Resources’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	–	Sell	-4,269	Closed	-$225K	–	29
2025 Q4	$225K	Sell	4,269 -2,387	-36%	-$126K	0.08%	27
2025 Q3	$352K	Sell	6,656 -973	-13%	-$49.9K	0.11%	29
2025 Q2	$375K	Sell	7,629 -11,395	-60%	-$530K	0.13%	29
2025 Q1	$857K	Sell	19,024 -1,176	-6%	-$54.9K	0.31%	26
2024 Q4	$935K	Sell	20,200 -151,567	-88%	-$7.34M	0.35%	26
2024 Q3	$8.07M	Sell	171,767 -2,988	-2%	-$133K	3.23%	13
2024 Q2	$7.36M	Sell	174,755 -6,849	-4%	-$294K	3.16%	13
2024 Q1	$7.87M	Sell	181,604 -5,724	-3%	-$230K	3.4%	13
2023 Q4	$7.54M	Buy	+187,328	New	+$6.98M	3.55%	13

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFA

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

Wealth Management Resources's IFRA Position: Q1 2026 in Review

Wealth Management Resources sold out of iShares US Infrastructure ETF (IFRA) in Q1 2026, closing a stake of 4,269 shares — an estimated $225K sold.

Wealth Management Resources first reported a position in IFRA in Q4 2023 and held it in 9 quarters. The position peaked at $8.07M in Q3 2024. 397 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

Wealth Management Resources reported no remaining iShares US Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
Wealth Management Resources sold 4,269 iShares US Infrastructure ETF shares in Q1 2026, an estimated $225K.
Wealth Management Resources first reported a position in iShares US Infrastructure ETF in Q4 2023 and held it in 9 quarters.
Wealth Management Resources's iShares US Infrastructure ETF position peaked at $8.07M in Q3 2024.
397 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Wealth Management Resources's 13F filing for Q1 2026, filed 28 Apr 2026.