WIM
IFRA icon

WealthPlan Investment Management’s iShares US Infrastructure ETF IFRA Stock Holding History

WealthPlan Investment Management’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 		– Sell
-3,610
Closed -$206K – 487
2026
Q1 		$206K Buy
+3,610
New +$208K 0.01% 445
2023
Q1 		– Sell
-5,966
Closed -$232K – 495
2022
Q4 		$232K Buy
+5,966
New +$213K 0.02% 350

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

WealthPlan Investment Management's IFRA Position: Q2 2026 in Review

WealthPlan Investment Management sold out of iShares US Infrastructure ETF (IFRA) in Q2 2026, closing a stake of 3,610 shares — an estimated $206K sold.

WealthPlan Investment Management first reported a position in IFRA in Q4 2022 and held it in 2 quarters. The position peaked at $232K in Q4 2022. 431 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • WealthPlan Investment Management reported no remaining iShares US Infrastructure ETF position as of Q2 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 3,610 iShares US Infrastructure ETF shares in Q2 2026, an estimated $206K.
  • WealthPlan Investment Management first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's iShares US Infrastructure ETF position peaked at $232K in Q4 2022.
  • 431 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.